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: thom who wrote (3310)	8/7/1997 12:17:00 PM
From: Rob S.	of 11555

I think the thread is overboard on the importance of the C6 to IDTs fortunes. The C6 could tank and IDT could soar. There is little dependence on the C6 for IDT to pull out good earnings and sales growth. You are right about the most fertile markets likely being in Asia, Eastern Europe and other foreign markets. The C6 faces serious competition form lowered prices on Intel chips (although they will soon be out of producoitn on non-MMX parts), AMD, and Cyrix/NSM. However, as the performance increases in X86 chips becomes harder to come by, the market is becoming more of a comodity market where cost combined with a decent level of performance are taking off. A large market is being created for cheaper and cheaper PCs. Internet TVs, Net Appliances, Network Computers, embeded X86 controllers and who knows what else will be made posible as the cost points trend downward. The market driver has shifted from raw computing power to network bandwidth power. The plans of companies and users alike are much more thwarted by the limitations of the network (World-Wide-Wait) than by any lack in computing power. There is now at least adequate power available on common, low cost PC & laptops and the corporate world is screaming for PC systems and software refinement much more than fat features. Bandwidth improvements are just at the threshold of taking part in "Moore's Law" - the doubling of capability every 12-18 months while costs remain at parity or are reduced. While quantum leaps in processing power are more difficult and expensive to obtain, quantum leaps in networking performance extended to the desktop and through wireless to the portable laptop or other device are *inevitable*. IDTI has a lot of products that will benefit form increased emphasis on communications and high speed networking. The C6 may be icing on the cake, but its impact is not yet known. The newly and yet to be introduced communications, specialty memory and other devices that can take advantage of IDTs fabrication capabilities will do quite well over at least the next couple of years.

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