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 (4633)	11/6/1997 11:53:00 AM
From: Rob S.	Read Replies (3) of 11555

Charlie, in the past the market has followed Intel's lead because higher perfromance hardware was absolutely needed to run the latest software efficiently. That is not going to be the case with the Pentium II. Cyrix, AMD and IDT/Centaur (C6+) all claim that their next generation product combined with 83-100 Mhz AGP motherboards will have similar performance to the PII. I don't agree that the odds are that it will become a slot 1 world. The market is expanding rapidly toward lower cost and simplified systems such as the Presarrio 2200 - the most successful sub $1000 PC. Intel will be able to direct a large part of the PC market in the direction they want to go, but they will face increasingly cost effective systems powered by Cyrix and IDT parts. The basic problem with the PII and slot 1 is that it is more expensive than socket 7. That cost differential will come down but I think it will remain more expensive because it is just more expensive to build the basic MB and Intel will try to maintain their 58% margins.

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