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

To: Mark Adams who wrote (9975)	1/10/1999 1:18:00 PM
From: Stu E.	Read Replies (1) \| Respond to of 11555

Was your Barron's reference in the current issue? If so, it did not contribute to last week's rise. Doesn't it look, however, that the evidence of a turn in idti's industry is starting to surface?

To: Mark Adams who wrote (9975)	1/12/1999 12:31:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 11555

Hi Mark, Thanks for the BARRONS interview clip. I have raced vintage cars with a Mark Adams from the Pacific NW. That you?? Best regards, Tom

To: Mark Adams who wrote (9975)	1/13/1999 12:31:00 PM
From: Rob S.	Read Replies (3) \| Respond to of 11555

The rising tide (of supply v. demand) may lift even the boats of those who failed to plan properly. Pearlman's big mistakes of 1995-98 may right itself by late '99. In '95-'96, IDT planned and built the large new fab in Oregon with the prospects of building godzilllions of new parts for profit. The times were good and semis were attracting record revenues. So much so that the company ignored the signs that Asia and many other areas or companies were tremendously over-building capacity and would soon flood the market with cheap parts, turning practically everything made of silicon into losses. desperately, management took half hearted stabs at several new product areas and often touted unproven products or markets as the next great thing that would turn the ill fated expansion strategy into an act of brilliant market advantage. But low and behold, Intel and AMD didn't play nice and stand still so that IDT could stumble along trying to find the formula of how to build large quantities of complex uPs competitively. Goals to come out with competitive architectures were squandered as execution failed to come up to par. The designs had merit but the "windows of opportunity" were repeatedly missed. Who knows if IDT will ever even pay for the effort of entering the uP wars? Their credibility in that market is still very much suspect. But maybe the persistence of investors will finally pay off when demand outstrips supply and the Asian tigers remain down for the count. Unfortunately, I don't think the tigers will stay down and don't yet think that IDTI has the product solid portfolio or proven market strategies to be the robust winner many of us envisioned they would become a few years ago when the promises were fresh. Still . . . the tide appears to be rising and you know what they say about that