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Technology Stocks : IDTI - Dark Horse For '96 ?
IDTI 48.990.0%Mar 29 5:00 PM EST
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To: Peter Frederich who wrote (564)2/22/1996 6:11:00 PM
From: Craig Lawler   of 1139
 
Jimmy Lee, the CEO of ISSI stated at the annual shareholders meeting last week
that he thought SRAM demand would come back by May or June. He said that people
overstocked. The result is that SRAM can be delivered in two weeks time. Therefore
the buyers are not concerned with lead time. He expects the demand to pick up
because of the demand for Pentium chips. The pentium chips, not the ones with L2,
demand more SRAM and therefore demand should increase. That was his theory.

I was also concerned about the L2 but a friend in the business told me that the L2
portion of the Intel chips is really an SRAM that is on the mother board and
therefore will still be in demand. Can anyone confirm this with REAL FACTS?
He also said that the L2 machines will be very expensive and therefore will not sell
to the average household. The pentium pro with the L1 will be a bigger seller.
The only draw back is that Mr. Bill Gates lied to us all. Win 95 is not all 32 bit
and therefore runs SLOWER on the pentium pro. Yes, folks there is DOS in Win 95.
This fact could slow the sales of pentium pro... or could make business who can afford
it switch to Windows NT which really is 32 bit. And from what I hear, it is better.
I hope the confusion does not stall sales of computers and SRAM demand.
Best of luck
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