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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 (9229)	7/22/1998 11:12:00 AM
From: Hippieslayer	Read Replies (2) \| Respond to of 11555

My guess is that IDT will announce piss poor earnings but that a major oem has committed to the W2 chip. We'll see if they cancel each other out

To: Rob S. who wrote (9229)	7/22/1998 3:38:00 PM
From: Medisco	Respond to of 11555

Rob: Do you know what the street estimate for the Q2 quarter. Thanks

To: Rob S. who wrote (9229)	7/22/1998 3:49:00 PM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 11555

I still don't see INTC aiming at sub-$500.00 systems, which IDTI is, IMO (either through brilliance or incompetence - something like - gee we got all these slow cheap processors here - whattawegonna do with 'em all - Hey! waitaminute! How about the $499.00 computer?!?). I think sub-$500.00 will be enormous - worldwide. I don't think it matters how they stumbled onto that market - I think its there and INTC isn't. Ultimately it all gets to yields and manufacturing efficiencies IMO. That's the big black box here. Slam dunk? Not exactly? That's why its so bloody cheap here. If I'm wrong, I can still use it as a tax loss to offset all of the gains from my other stock market brilliance. Nobdy loses. Everybody wins - and all must have prizes.