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: Charlie Tuna who wrote (4390)	10/23/1997 1:10:00 AM
From: Rob S.	Read Replies (1) of 11555

Charlie, you should try the "fixed font" radio button at the bottom of the editing box - it should get the post alighed better. Intel is both a fierce competitor and is hedging it's bets by moving on to greener pastures for the high end products. Electronic Engineering Times has an article (don't have the URL - I read the paper version) about Intel's Merced developments. It says that compilers written for Merced will be an order of magnitude more complex than anything that has been done before for PC and workstation markets. The Merced will require a whole new generation of software development. It is to be introduced starting in 1999 and will be sold for workstations, servers and mainframe systems. The technology uses some very powerful distributed processing topologies. I think it is along the lines of thinking used by Tera Computer Corp. which is designing massively parallel systems using an architecture they call "multithreaded parallelism". The compilers and programs written to them have the ability to contain and excute functional blocks of code or very long word instructions on multiple execution units of various types located on or off the chip. This is very exciting stuf and will compete very well against the big iron stuff from SUN, SGI, HP, DEC, IBM, etc. That creates great new opportunities for Intel. But it will several years before it is scaled down to the competitive arena of the desktop or foe their to be meaningful amounts of software to make a compelling argument to switch to it. Intel plans to continue to develop X86 parts that will compete with IDT, Cyrix and AMD. They have about 90% market share and will continue to domiunate the industry for years to come. While the 5% market share that IDT might snag over the next 3-4 years will tripple their business, Intel will make up for that and much more by their increased market share on the high end.

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