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

To: Donald B. Fuller who wrote (9225)	7/22/1998 2:02:00 AM
From: kash johal	Respond to of 11555

In all the doom and gloom let me shine some positives. IDT had no chance with the WC as a competitive desktop machine and their inhouse process just doesn't cut the mustard. If they had produced mass quantities of slow WC the prices would have been in the $20-40 ranges and they could have lost the company. At least they are realsising their mistakes and acting before destroying themselves. If IDTI follows thru on the rumours: Slash outdated fabs, increasing utilizition at Portland. Refocus WC to outside fab at IBM to have some chance of adequate price/performance. I think these are necassary steps they must take. Hopefully they will also focus on integrating the WC with cache, graphics etc and compete for low end. They would be a great acquisition/partner for someone like ACER, Japan Inc Micron, etc. Or a partner for someone like S3, Cirrus etc. My advice is for folks to buy in - when the knee jerk reaction hits. This stock will be a steal at $5 range. Just my opinion. Good luck ereryone. Kash

To: Donald B. Fuller who wrote (9225)	7/22/1998 10:35:00 AM
From: Rob S.	Read Replies (3) \| Respond to of 11555

I wish it were so simple as IDT just filling a void vacated by Intel. That could have been said even just a year ago but IDTI missed the boat for ramp up of the original WC and is now behind in the WC 2. Maybe they can still get it ramped and into the hands of a major OEM. The situation is not at all certain. Who knows what it takes to turn an 80% effort into a winner - maybe like putting out 100% effort. From the outside things appear to just be too comfortable - not enough upset over repeatedly missing the numbers and business goals and too many excuses. There are some great people at IDTI that deserve a lot of credit but there is also a failure of the company to follow through with key initiatives and apparently a mis-understanding of what it takes to compete. A turn-around may be a couple of quarters away. Last quarter and this one are likely to be lousy but the climate is shifting more positive. The stock should lift prior to the actual turn-around taking place and good news would spur that. Yadda, yadda, yadda.