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

To: Charlie Tuna who wrote (9394)	8/6/1998 6:25:00 PM
From: Sunny Jim	Read Replies (1) \| Respond to of 11555

Charlie Acer buying IDTI would make a lot of sense and this is the perfect time for them to do it as long as the stock is selling close to book value. I'ld be happy to let mine go at $12. How bout the rest of you? JB

To: Charlie Tuna who wrote (9394)	8/6/1998 11:02:00 PM
From: Michael D. Christian	Read Replies (1) \| Respond to of 11555

No disputing your wisdom, mine is suspect for holding/buying IDTI shares for the last 2 years....but, what would IDTI offer to ACER? As a consumer of MPUs (it is a buyers market...no shortage, anything is available at commodity prices) there is no need for access to parts or technology. If they have their own fabs, why then add more inactive fab overhead that is expensive and not being used (which puts more drag on the bottom line). Logic lines are a "dime a dozen" and there's a glut of ASIC foundry support? They already have access to dirt cheap fabs in the far east, why IDTI? IDTI's communications and memory products may not be a strategic fit? So what logic says this would work? The TI rumor (awhile ago) made more sense based on specialty product lines....... I don't doubt executives may be seeking a suitor, but this doesn't sound like a logical fit? What is your rationale?