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

To: AJBurl who wrote (9560)9/9/1998 1:05:00 AM
From: patrick tang  Read Replies (1) | Respond to of 11555
 
Somehow I don't think we've got all the info on the fab yet. If that thing is 0.25um all the way, they can turn it into foundry, I am sure there's takers out there. But if part or most of it is 0.35um, then .....

patrick



To: AJBurl who wrote (9560)9/9/1998 1:16:00 AM
From: James Luk  Read Replies (1) | Respond to of 11555
 
My concern is IDTI does not have good leadership. Where is their WinChip 2? The Christmas season is around and still does not seem to have the chip ready and no major customer. What a missed opportunity? Or rather it is because of poor judgements.


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