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

To: Lockhart who wrote (10092)	2/14/1999 9:16:00 PM
From: Charlie Tuna	Read Replies (4) \| Respond to of 11555

Well this is interesting.Ok so they are not competing on the high end nor are they competing on the low end I guess they are just not competing.Rise is Rising and the price cutting blood bath between Intel and AMD is not a good place to be so these guys are in a no win(pardon the pun) situation.The Win3/4/5 are not going to be players.If they had a 400 mhz part right now they would be lucky to get 50 or 60 bucks for it.By the time they get a 400 mhz part they will be just scraping tiny scraps off the low low end. The only and I mean only hope for IDT concerning the WinChip would be a sale to someone like Acer. In all fairness they have been a victim of the war between Intel and AMD.Now this epic struggle is far from over and I am leaning towards ..... AMD . These guys might just unseat the giant. I have been tempted to jump in after the earnings shortfall tanked the stock.The overall market has weakened too much to do this so I am going to just wait for another drop ... maybe back to 12.Now IDTI is going back to 5 or maybe even lower The overall company needs a good house cleaning of management....It does not even matter whose fault it is clearly top mgmt needs to be replaced... NOt just Len but all the vp's as well.Hold em accountable for the failures period.They have had enough time and have failed to execute a transition from sram.They have tried tooo many schemes with nothing to show for it and they have not addressed the failures which leads me to believe they will continue to make mistakes. Well Ok so much for IDTI....now watch it go to 30!