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: Rob S. who wrote (6996)	2/28/1998 1:33:00 AM
From: Gordon Quickstad	Read Replies (2) of 11555

<<IDTI has some patent negotiation and agreement history with Intel and an IP position that should make Intel think twice about taking them on.>> Intel should be worried about getting too heavy handed with the competition right now from a Justice Dept. standpoint. They've floated the Slot 1 as the competition killer and perhaps will not get more aggressive than that at this time, unless there's something vagrantly offensive to them. They've forced the competition out of the slot 1 and now they've forced them out of future direct MMX emulation. That's two major things that stop the competition from calling their products clones. With Microsoft's proposed support for a second MMX standard for the "other guys", the impact of Intel's maneuvers is minimal right now. (Plus the fact that almost nobody needs MMX at this time, but, nevertheless, MMX has been a huge marketing tool/success). Too, for Intel to take on the new upstart would give Centaur immense coverage and validate their viability. Then if Intel lost a suit it could propel Centaur into the big leagues.

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