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: cecil who wrote (3364)	8/19/1997 6:23:00 PM
From: Rob S.	of 11555

Your are mostly right; IDT doesn't make DRAMs now but makes SRAMs although generic type SRAM has become an increasingly smaller part of their business. They have set up a new division and hired new people to go after specialty, high-speed DRAMs. Rambus has started to work with Mosys, which IDT owns a good part of and has a fab & working relationship with, to use some multi-port technology developed for Fusion Memory so that they can get their next generation RDRAM technology up to speed & bandwidth needed. Fusion is capable of higher sustained bandwidths than current the generation RDRAM technology. The push for higher bandwidth for computing and telecom/switching tasks is accelerating as it is the biggest bottleneck to performance improvements and the area of the greatest payback/dollar. It remains to be seen what becomes of it, but IDT has plans (they don't disclose very much detail) to develop and supply high speed and sepcialty DRAMs. In some ways, the distinctions between SRAM and DRAM technologies are becoming grayer as DRAMs take on more of the characteristics normaly associated with SRAMs - ie. higher speed, granularity, and bandwidths.

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