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

0.0%

Mar 29 5:00 PM EST

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To: Xianming Liu who wrote (6151)	1/29/1998 8:26:00 PM
From: Rob S.	Read Replies (1) of 11555

All I know is that Centaur/IDTI's Glen Henry and Len Perham are supposed to take part in it. AMD Intel and Cyrix/NSM will also be presenting. IDTI, AMD & Cyrix are having a round table discussion about about what the roadmap for competition with Intel and the the general market evolution is going to be. The competition is gearing up "Super Scoket 7" while Intel is introducing lower cost slot 1 Pentium II systems. They will discuss the new implementations of 3D graphics and L2 cache uPs and how that will deliver Pentium II performance at a lower cost compared to slot 1. I was invited to attend this meeting but didn't see it worth a special trip to the valley. I don't know the specific time for IDTI's presentation. I talked with AMD today. They said that the next few months it's either sink or swim for their efforts in the uP business. They are losing money on every part that they ship using 0.35 micron technology and are trying desperately to convert over to 0.25 micron. They have 0.25 running in their R&D/limited production fab and are bringing it up at the Texas fab 25 facility. They moved their chief fab guru from California to Texas to help with the effort. Their die yields are running sub 40% at 0.35 micron. When they move to 0.25 micron that should improve to up to 60%. It will take them until March before they know if they will be able to ramp quickly and what their yeilds start looking like. At 5 metal layers and 110+ sq mm, they are in a pickle. The AMD spokesperson suggested that Intel also has low yields on their parts but their huge plant capacity shields that from being a problem. I think that Intel probably has much better yields than AMD despite their also having a large die size and 5 metals. Maybe IDTI's efforts will be viewed favorably in contrast; the small die size and simplified processes makes more and more sense as the ASPs get tightened down. I think that IDTI is likely to attract some profit taking this week that will cause it to fluctuate in the 12-14 level for a while.

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