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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 (6215)2/1/1998 7:13:00 PM
From: Carl Thomas  Read Replies (1) of 11555
 
Rob,

One of the reasons I am optomistic about IDTI is that they seem to have the perfect microprocessor for the times (cheap but capable).
I wonder if they were lucky or smart. Intel talks about developing a part for this market (the level zero PC I think they call it) but I think that their efforts will meet with limited success. The biggest problem they will have is that they don't want to succeed since a very good cheap microprocessor just costs them more profitable upscale sales. I am glad AMD and DEC (with the alpha) are taking the battle agianst the Intel monopoly to the higher performing PCs. It
makes PC makers less afraid to deal with IDTI.

I appreciate your thoughful posts. Please keep it up.

Carl
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