IDTI - an IC Play on Growth Markets Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Charlie Tuna who wrote (4071)	10/13/1997 2:01:00 PM
From: Rob S.	of 11555

If IDTI reports a penny or two higher than forecast earnings and has some positive forward looking statements that newly introducted products are selling well, backlog is improving (higher than 1.1 b/b) or that they have a significant customer or two for the C6, then we will see stronger movement. There is also the question of a potential X86 technology lawsuit from Intel. Intel has a lot of reasons not to sue IDTI/Centaur; they are not going to lose much profitable business due to IDTs entry - most of the fight will be between IDT, Cyrix and AMD for the growing sub $1000 pc market where Intel is already losing ground and giving up. The FTC is breathing down Intel's back and by laying off IDTI and others with lawsuits allows Intel to say "Look how robust and fiercesome the competition is. What?, Intel practice intimidation and monopolisitic tactics? See, we're the nice guys". Intel can allow the sub $1000 and then sub $500 PC and NA appliance market that IDT, AMD and Cyrix are helping to mobilize toward the x86 architecture to serve as a buffer from Java optimized RISK processors from creating a new computing paradigm that eventualy threatens Intel's stronghold. The lowering of price points and increased capabilities created out of the vibrant X86 competition will help to further entrench Intel and Microsoft and the X86 software camp and will give MS and Intel more time to counter Java's threat through "absord and enhance" systems development. MS has already co-opted many of the themes of Java of lower cost of ownership, greater portability and scalability, and higher degrees of multi-threading, multi-processor capability. The momentum in the sub $1000 market helps to lessen the threat that Java will become more than another brilliant idea that has found a few compelling but relatively small product nithces.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next