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 (4858)	11/20/1997 11:58:00 PM
From: Darrell D. Conrade	Read Replies (1) of 11555

It would seem to me that the computer makers would have a vested interest in keeping AMD, Cyrix and IDT alive and well. I wonder how close we would be to having sub $1,000 machines if Intel was the only game in town. Dell and Gateway may be married to Intel, but their competitors are looking for ways to carve into this market share. These competitors may actually see Intel as a hindrance in their ability to gain market share. If you only have one source for processors, it makes it rather difficult to cut any special deals. If you are not a large volume player, a single source supplier has a great deal of power over your business. The firms building computers should realize that the very appearance of competition has opened up a number of new markets for this industry, the sub-$1,000 computers being one. Hopefully, they will give companies like IDT a try just to have them as a viable alternative. I feel like this same principle holds true for the software producers. As processors become more sophisticated they will offer software companies new opportunities. I sense that Microsoft has been very cooperative in working with IDT and others for this very reason. No one said that competition is easy or that Intel would roll over and give in. However, I still believe that there are companies willing and eager to try a new mouse trap. Still in the "red" with IDTI, Darrell Conrade

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