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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: flickerful who wrote (6324)2/7/1998 9:24:00 AM
From: Charlie Tuna  Read Replies (2) of 11555
 
Article The tides of time march on....low end is now 200mhz:
techweb.com

Article:Intels meager sub 1k pII plans:
techweb.com

Comment:
IDT needs to get real aggressive with the C6+ and higher speeds.
The C6+ has the winning combination over the intel mmx:
it is faster and cheaper.The C6 is just cheaper.Chipsmart is
selling the C6 200 for 74 bucks.

If IDT can offer a 266mhz C6+ by June or July that is clearly
faster than a cacheless PII or intel mmx then it will sell
very very well....cheaper and faster

The other concern is supply with everyone getting to .25 the
cpu's production capacity may outstrip demand...of course
the requires intel , amd and nsm all getting to .25
but if that happens then we could see a DRAM like situation
develop for cpu's.OUCH
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