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

To: Dale Knipschield who wrote (9811)	11/2/1998 11:37:00 AM
From: Michael D. Christian	Read Replies (3) \| Respond to of 11555

A quick review of the Quality homepage makes it appear like there is some potential here, maybe a "double" but not any "homerun potential". If they can consolidate production into existing IDTI facilities, to better utilize existing IDTI fab capacity and lower the cost of both companies (by shutting down excess/duplicate operations at Quality), and then take advantage of some net new design potential that Quality has been investing in, then maybe if the market for network products resumes there could be some incremental benefit? We certainly need more creativity by IDTI management to enhance their future, this approach may be helpful but does not seem to be a solid recovery plan in itself. In the meantime, I suspect the stock will sink some because of this.

To: Dale Knipschield who wrote (9811)	11/3/1998 1:53:00 AM
From: kash johal	Respond to of 11555

knip, >Re:One inept company acquires another. Looks like a match made >in heaven! This not a terrible move. It gets a competitor out of business. It's a stock deal so at least cash is intact. If stock drops to $5 it will have been a steal. plus after they shut australia down they can use some of the in-house wafer capacity. PS the aussie fab is crap- 0.6-0.8 micron at best. If they pull 2or3 more moves like this they could turn things around. At least they know the market and they know how to sell these parts, and they utilize some of the capacity. This is a nuts and bolts deal not too sexy, but could be a real winner. Regards, Kash