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: johnny boy who wrote (4807)	11/18/1997 7:56:00 PM
From: Rob S.	Read Replies (1) of 11555

Great find, thanks for the post. Centaur/IDT, AMD and Cyrix need this standardization to take place. Not single vendor has a large enough part of industry sales to demand the market to shift in it's direction. AMD might be able to pull off industry support since they appear likely to be the first ones out of the gate and are investing in software development systems support. Cyrix/NSM might be able to pull off support if NSM invests heavily into the effort, but they would be better off complying with AMD's initiatives. Centaur/IDT have much less momentum to carve out support around a unique set of instructions. At least for the next 2-3 years, it makes every bit of sense for these companies to put down their natural competitive rivalries and cooperate in their challenge against Intel. Intel threatens to shift the market away to a hardware platform that none of these guys are prepared to compete on - the Pentium II/Slot 1 architecture. If they fool around and fail to agree on a standard, Intel wins. Cyrix has a lot of technical and market momentum but does not have the ability to splinter the market successfully with the posible acception of doing unique feature-set products around the MediaGX. The agreement could allow instruction extensions beyond the standard, but these would probably not be supported by Microsoft. Cyrix has some instruction extensions in the works that will handle most modem functions by the MPU and make it very cheap to design a modem into the motherboard. IDT and AMD may have similar or other features that the would want to incorporate for specific applications or large OEMs. Glenn Henry seems to have some of the clearest thinking in the industry and is right on target with his willingness to forgo IDT's developments for the sake of conformity to a standard. If scoket 7 is going to remain vital long enough for a new non-Intel proprietary standard to emerge (which should also be standards driven), these guys need to quickly agree and get solidly behind a standard. Their marketing efforts and enthusiasm should be directed, at least publically, at Intel and not at each other. The marketing department is likely to have ongoing fresh wounds from battles they wage for new business, but they need to keep their heads about them enough to recognize that the place for competition is face to face with the customer and not in bickering over standards.

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