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: Harold Engstrom who wrote (4627)	11/6/1997 1:46:00 AM
From: Charlie Tuna	Read Replies (3) of 11555

Harold,The PII is not the big threat....The slot 1 Mother Board is. Intel will start by pushing AGP then comes the increase to a 100 Mhz bus which is needed to feed a 300+ Mhz cpu.This will be the big play in 98.By the end of the first half of 98 Intel will be starting the big push to slot 1 for the low end and the 3 dwarfs (AMD,NSM,IDT) had better have a viable super socket 7 answer.This may well happen as AGP is allready coming out for socket 7. The 100 Mhz bus speed is also needed.If the dwarfs can offer these MB improvements along with advanced MMX and the 3D support for the MS 3D extensions then Intel will have a very hard time FUDDING the WORLD with there slot 1 BS. Still the odds are Intel makes it a slot 1 world and by 99 socket 7 is obsolete..... At least IDT has other major product lines besides the WinChip. By June of 98 the future prospects for the WinChip should be clear. Between now and then IDT should do very well. Charlie

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