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 (4640)	11/7/1997 12:19:00 AM
From: Rob S.	Read Replies (2) of 11555

There is an article in the new issue of Computer Reseller News (http://www.crn.com) that talks about parts shortages. It indicates that demand is very strong for the discontinued Pentium "Classic"(Intel stopped production of new wafer starts in July and is now running out of parts), the Pentium MMX 200, and the Pentium II 300. It quotes that the Pentium II bellow 300 MHz is just building up on the shelves of distributors. Intel has got to do someting to try to gain back market share that Cyrix, AMD and in a few months IDT will threaten to errode (it will take IDT several months to ramp sales and production volume to even be considered as a threat to Intel's 70 million unit/year volume). I just got CRN in today's mail and haven't checked their web site for the article. It does confirm earlier articles and statemetns by Intel's competitors that they are now selling everything they can produce. In fact, what holds AMD and Cyrix back is now much more the ability to ramp production and achieve higher yields. This should be an encouraging sign for sales of the C6. Cyrix and AMD had a rough going for a while in gaining user acceptance but now it certainly looks like the market is more accepting of alternatives. Despite AMD's very fine new FAB dedicated to the K6 family, they have had such lousy yields, reportedly around 20%, that they are losing money. The K6 is twice the size of the C6 and uses five metal layers rather than four in the C6. Let's hope that we hear from Centaur or IDT during Comdex that they are successfully ramping the part. Word of this might spur analysts/brokerages to put IDTI on their front burners. I may try to call Centaur and IDT within the next few days to see how things are going. I will probably need to dig further than some flunky IR spokesperson.

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