Silicon Investor (SI) -- The First Internet Community

To: GarryP who wrote (48)	11/4/1997 3:22:00 PM
From: Sleeperz	Respond to of 54

Might be that most of ISDI's customers to date make cellular phones using the ISD chips. With the melt down the AP region cell phone sales might be down. The only competitor I know of are ISSI and maybe TXN. cl

To: GarryP who wrote (48)	11/6/1997 2:06:00 AM
From: Eric Hong	Read Replies (1) \| Respond to of 54

Garry, we may need a bit more patient with this stock. With current negative earnings, it's hard to make a strong case for this stock except for its book value of around $7.00. We may have to wait till 3Q of 98' to see better earnings. In the meantime, I will pick up more shares if it dip below its book value, which I expect it will with the year end tax selling. Their technology is exceptional, I envisioned one day all cellar phone have ISD chip on as answering device, one form or another. Be patient. Eric