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Politics : Formerly About Advanced Micro Devices
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To: Rob S. who wrote (28447)2/12/1998 12:27:00 AM
From: Kevin K. Spurway  Read Replies (1) of 1573134
 
You're optimistically talking about 50% margins currently. But what are those margins going to look like twelve months down the road when IDTI is (you predict) manufacturing a million chips a quarter? That's where the technology issue becomes important. Can IDTI leverage their core technology at the same rate as the industry leader in order to maintain their margins, or are those margins going to deteriorate as IDTI falls behind on the technology curve? From what I've seen of IDTI's roadmap, and core technology, my guess is the latter.
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