Okay this is what I'm going to do, I'm going to go crazy with my posts with the intent to update my thoughts.
1) According to Nando Times, Bloomberg's is reporting that the semi sector is still way oversold from a technical standpoint, and to expect more bounces. January 22. IDT's price at that time about 11ish.
2) Tech analysis done by steve is very coooooooooooool! idti an awsome company. did you know that the prestigious aim constellation fund holds 2,500,000 shares of idti? that is the largest amount of shares that they hold for any company in their u.s. portfolio. only 2 other non-tech companys in their
portfolio equal that amount. hmmmmmmmm! Ronnie has such the great attitude, he's totally awesome.
3) All of this was happening then WHAMMO, out come the analysts. Are they right or are they wrong. I'm betting that they are wrong and that the btb is not going to hurt IDT cause they aren't in the btb snapshot.
4) SRAM on microprocessor.
Of course, any designer could incorporate SRAM cells in Microprocessors
but they would not do it because the real estate on Pentium is much
more valuable than a separate cache. I think each 8" wafer Intel
produces cost approximately $1,200 each and probably get approximately
200 good die(which will be assembled into a chip) and final revenue
from $1,200 wafer will be approximately $10,000-$20,000 depends on
the speed of the chips. Why would want to waste this valuable chips
to incorporate SRAM which results only $2,000-$3,000/wafer in revenue.
Also, SRAM is much more difficult to manufacture than logic chips.
Thus, it will lower the wafer yield(from 200 die to 150 die).
I expect semi people to incorporate SRAM cell into chip sets rather
than to the microprocessor. As far as I know only CY(Cypress Semi)
is only one manufacturer working on SRAM cache on chip solution.
But either way, SRAM is here to stay as faster network and workstation
system need more and more fast cache SRAM. Look at your modem
card. It probably has either 1 Meg or 256K SRAM on it. |
