Flick,
Nice post. As they say, money is tight, particularly in
Asia, maybe even Japan, even though the government has plenty
of reserves.
It costs plenty to play in the "system on a chip" game.
You can throw money at it and if the parts don't
play together, it can be money down the drain. Not a bad idea
to spread out the risk and combine the two design teams.
Maybe we'll see more of this world wide?? Agreements, mergers,
buyouts, whatever it takes to stay competitive with the evolving
ever-more costly technologies. And high stakes.
Probably good if IDT gets cranking and enters into high growth to
get the intended return on investment and have some profits for
continued investment. From what I see, they may be set, as mentioned
in the MSNBC show the other day, for a while, but then the pressure
will again mount for very large capital outlay to stay competitive.
This is true for any IC mfg. today (my personal opinion)
Wonder how they'll go about it whenever it's time?? Maybe merger??
Maybe joint ventures?? Partnerships?? Or, just lots of cash from
being very successful (and we'd be all wealthy I might add)??
But I see them in good shape for now, but just thinking far out in
time--two years in this business is an eternity.
By the way, if you've read this far, thanks for the recent string
of messages. This Clinton thing gave this thread a run for its
money. Everybody seems ready to let it go now.
Over and out,
JB |
