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: Rob S. who wrote (4639)	11/6/1997 12:48:00 PM
From: Charlie Tuna	Read Replies (2) of 11555

Rob,Article with more details on Intel's sub 1k PII plans: techweb.com I think it is very clear what they are doing and I stand by my statement that 2h98 will be a critical point in time for the slot world is.Look at Intel's there past performance at controlling the market. The good news is that is appears Intel did not foresee the sub 1k market.So now they are trying to backfit an SRAMLESS PII cartridge for the sub 1k market while not canabalizing their PII 2k market. The Intel plan pushes out any PII competition for the sub 1k until mid 98 and hopefully by then the dwarfs will have better product. FUD: People shopping for a 1k machine may wait til june to buy a PII.Meanwhile Intel makes some big bucks off the PII. This is exactly what they did with MMX. Intel started there boogey people bs and People stopped buying the non MMX cpus.Now they will try and kill the socket 7/MMX market with PII AGP bs and it will probably work. These guys are very good at marketing.BTW,MMX is still pretty much worthless. Charlie

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