IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

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Mar 29 5:00 PM EST

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To: Marvin M. Lim who wrote (9686)	10/5/1998 5:53:00 PM
From: Samuel R Orr	Read Replies (2) of 11555

Very interesting, and my gut feel is to be concerned about it. I'll admit it might be a way to sell slow, inexpensive microprocessors into today's market, but the profit margins will be slender, indeed. I'm more concerned about Acer's right to build the WinChip2 and sell it on their own. I could be wrong, but getting into an overseas build seems to offer great opportunity to get IDTI's throat slit. What I learned was that Acer is supposed to be receiving .18 micron IBM technology and a lease to use the recently trumpeted copper metal interconnect scheme. Both of them are a bit hard for me to believe. Can anyone either verify or refute the truth of this article? Sam

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