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

To: patrick tang who wrote (9696)	10/6/1998 7:52:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

IDTI has had several efforts that have been grossly mis-calculated. The only way to go after the uP business is to catch a "window of opportunity" and then ramp new products to continue the sales and production momentum. The half-assed way IDT has executed is laughable except that many investors and employees have been mis-led that this company would some day deliver. It is always next quarter or next year - and now we still don't know if they have taken the pipe out of their mouths and can see through the Bay area haze. They should have done a deal with an Asian partner 3 years ago combined with building a much more modest facility or renovating an existing one. Oh well, what's a few hundred million anyway. In a couple of years IDTI will be able to write off the Oregon fab after never having made a profit. As long as the management gets their stock options and salaries who's to complain? Maybe IDTI would make a profitable company about 1/2 the current size.

To: patrick tang who wrote (9696)	10/6/1998 7:56:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

Who wants to buy a slow core? ACER ACER ACER The change in road map along with the change in Foundry Partner spells Acer using WinChip everywhere.The only question now is how this will shake out? A buyout which fits Acer's goals in 2 major ways a new fab in the US for the foundry business and a cheap x86 core for the embedded x86 everywhere business which are the 2 major thrusts of Acer.If it turns into a IBM/Cyrix type of deal this would be ok but not as good as a buyout. Now what kind of price lets see: 9-11 bucks per share and the majority is happy. Charlie

To: patrick tang who wrote (9696)	10/7/1998 5:24:00 AM
From: Taro	Read Replies (2) \| Respond to of 11555

I agree, that at IDT our sole hope is now Clear-Logic (they have a different CEO, by the way...). I do disagree with your statement, however, that "they picked the wrong density": The CL 8000 series , which is now in full production, was the best vehicle to prove their approach and fine tune their process. What's more, I have heard, that they have sampled several hundred different devices to almost a hundred customers world wide, some of which are definitely first tier large users. The numbers may be somewhat on the high side, but if truth is even close, you must admit that this seems promising. Other "densities" like the 7000 and 10k families are said to follow soon with first announcements by end '98.