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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Rob S. who wrote (9108)	7/8/1998 8:59:00 AM
From: Frank Povoski	Read Replies (1) \| Respond to of 11555

Have not been around this thread for a while. I see that the same old questions are being beat into the ground. It is nice to have gotten out and not sitting on the stock when it is down. I agree that IDT will be dead money for a while due to the following: 1) bad bookings this spring and summer (industry wide) 2) No revenue (very small) from CL. Wrong parts targeted and slow to ramp to other altera lines. 3) C6 is totally off projected sales. Missed it big time. Two speed grades too slow 4) C6+ still not in full production, when competition (AMD) shipping their part for over a month. Probably 2 speed grades too slow when it gets into production. 5) The company has too many irons in the fire and not doing any segment totally right (with exception of speciality memory). Good luck