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

0.0%

Mar 29 5:00 PM EST

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To: Hightechhooper who wrote (3576)	9/10/1997 12:02:00 PM
From: Rob S.	of 11555

The point is tht just a few months ago there were no alrternatives to achieve low power in laptops available form Intel. Now they have real alternatives and 20 OEMs who have already designed the parts into their products. IDT announced the C6 would have a major advatage of lower power consumption and low price. I see the power advantage as being largely muted by Intel's new parts and their power management design initiatives. Show me a single major laptop OEM commited to the C6 and I will be pleased to hear about it. The notebook market does represent a significant opportunity for IDT. The OS market represented a significant opportunity for Digital REsearch back around 1982. So what. Without the C6 in production in meaningful quantity, and with sales to large OEMs, it is still just an unkept promise. Some of the "compelling purchasing decision" has been thwarted by Intel. The windows of opportunity in the MPU market now only last about 3 to 9 months. IDT needs to start spitting out a successive line of C6 derivatives to gather much interest in their parts. Hey, I am long on IDT. I'm just hardened by all the past hype that never materialized into anything.

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