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

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Mar 29 5:00 PM EST

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To: Investor A who wrote (6359)	2/10/1998 12:08:00 PM
From: Rob S.	Read Replies (1) of 11555

I agree. The PC is dead (marketing and production momentum is king). The idea that the majority of the market wants the best performance is wrong and misleading. The Pentium II is well ingrained in the publics mind and will probably be a success. I've been hitting on the fact that uP performance has hit a relative performance plateau for the past two years - performance gains are measured in a few tens of percent rather than 100s of percent as in the past and higher performance is almost meaningless to most applications. It really doesn't matter (that the PII Jr. is lower performance). If it did, we might as well kiss IDTI/Centaurs C6 and C6+ goodbye. The strategy behind these products was made in full realization (before it became clear to Intel) that a design with "adequate" performance would be attractive if it delivered low cost, low power, and compatability/reliability.

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