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

To: Taro who wrote (10212)	4/16/1999 10:57:00 AM
From: musea	Respond to of 11555

Taro, I don't quite agree: Len getting the boot is half the way - and half the stock price hike to be expected. Purely psychological but as for reality I agree: The replacement should be better than Len. That is easy... I don't know if Len leaving will have that kind of effect. The investment community won't react positively to much besides good results because there has been too much talk. Perhaps if they can get an Intel exec or something. I don't think anyone currently at the company will provide any lift at all until results are shown. The key will be execution. The most obvious source in the short term is Centaur. This has proven to be problematic in the past. Three things come to mind as the kind of news (besides reporting large profits :-) that will help. First, the announcement of a major OEM deal for WinChips. Second, the announcement of a strong development partner or equity investor in Centaur. Third, the announcement of competitive speeds. Beyond that, I see no quick way to make the Street stand up and take notice. Perhaps if we can see a profit this quarter and the right words during the conference call... -musea