IDTI - an IC Play on Growth Markets Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Hippieslayer who wrote (4763)	11/17/1997 11:52:00 AM
From: Rob S.	Read Replies (1) of 11555

You got it. IDT/Centaur have the "right chip at the wrong time" as far as great exposure at Comdex is concerned. The sub $1,000 consumer PC market is booming and the sub $750 "managed corporate PC" market is just picking up a head of steam. These markets should be very atractive to the C6. However, IDT has yet to ramp the C6 into worthwhile production or gain the industry recognition it needs to gain a favorable spotlight at Comdex. IDT's marketing is also engineering sales centric, lackluster and unprepared for a broad microprocesor push. Having said that, this is not much of a disappointment but merely needs to be pointed out to investors who might be expecting IDT to suddenly capture widespread recognition based solely on the technical merits of the C6 design. I did not expect IDT to gain much of a spotlight at Comdex - just too little and too late to the party. Where does Comdex, the evolving markets and IDTs position leave things? IDT still needs to do the basic things to be successful, get the C6 ramped up into large scale production and get it designed into new products. By the first half of next year, IDT needs to have the parts into 0.25 micron fabrication to further reduce power consumption, increase speed and reduce cost. They need to be prepared to sell the current C6 for about $65 in the 200 MHz grade by the 2nd quarter of next year. When the C6 is shrunk to 0.25 micron, it should be able to be manufactured for less than $25. That gives IDT an excellent opportunity to sell below competitors and be very attractive for sub $1,000, laptop applications and the Pentium upgrade market. Perham, IDT management - "Show Me (investors) the Money!"

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next