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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST
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To: Rob S. who wrote (4858)11/21/1997 12:05:00 AM
From: Buy Low Sell Hi  Read Replies (2) of 11555
 
There seems to be a lot of speculation here about the C6, Glenn Henry, etc. because of the lack of news. I think everyone should be patient here. My reasons are:

1) The C6 consumes less power than any other x86 chip on the market. It is an excellent candidate for notebook computers, it is a better choice than the competition. C6 can be the alternative to Intel for notebooks, and might explain why AMD and Cyrix are not getting design wins yet.

2) IDT should be able to easilty produce C6 in volume at good yields. Look at the problems AMD is having with the K6. I don't believe IDT will have those problems making the C6, it is a less ambitious undertaking. Its a simpler design.

3) IDT is trading at 11, a bargain compared to the other chip maker stocks, but with the same potential to take off.

4) Glenn Henry is a genius, look at his track record. Somebody implied that he is trying to beef up his resume with the C6, why does he need to?

Should IDT continuously announce months in advance they are about to "sign a deal" with a major OEMer like Jerry Sanders does at AMD? I can't count the number of times I've read that DEC and HP are using K6, but somehow you can't buy an AMD processor in one of their boxes. Just yesterday I read that Compaq is about to ink a deal with AMD for K6 notebooks. Yeah right. It would not surprise me in the least if Compaq went with IDT instead. I prefer no news from IDT until a real deal is done, and am willing to wait it out until it happens.

BLSH
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