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: Edward Leinbach who wrote (7058)	3/1/1998 8:31:00 AM
From: Charlie Tuna	Read Replies (1) of 11555

Re : to x86 stuff Edward, 1. IDTI's proceessor is not an infringement on intels x86 original design. ----> Don't know the details but Intel has a patent known as the "crawford patent" that pretty much has to be violated in order to produce an x86 clone....I am on real weak ground here and am just repeating what other have said. 2. It is not strategically in Intels best interest to haul IDTI in the court. ----->Well this was my point as idt becomes a bigger threat.... as in more and more successful at selling the C6 then it will be in intels best interest to try and stop em. Can other companies enter the x86 cpu market ? Uhm ... not likely that many if any companies are willing to undergo the associated risk & cost. ----->Ed this has all been changed by Mr.Henry's simple design. You do not need all of the exotic logic to make a pentium class cpu .......he proved this amd and cyrix have complex designs and I was not saying other companies will follow the complex design approach rather they will reversed engineer idt's relatively simple design and flood the market. Intels' hastened move away from socket 7 is an attempt to remove box maker acceptance from the 3 amigos. ( IDTI, NSM, AMD ) ---->agree but this keeps looking like there big mistake they as in intel should have kept the pentium socket 7 around for the low end with upgrades like c6+ and k6+3D ect. Intel should have made the PII only with slot2 and only for the high end for at least thru 98 now they have been caught with a big hole in their product offering The reason Henry is praying for AMD's success is that without sufficient volumes , box makers will turn away from socket 7 . AMD's volume is greatly needed until IDTI can get heavy volume of their own on the market. ----->ABSOLUTLY Will we have another asian flu ? I hope not , but you may get lucky & have another chance this stock. But don't hold your breath waiting ! ---->Actually I am not holding my breath....I am day trading and doing pretty good .... but the best part is I go to bed every night with a 100 percent cash position.The asian flu may have run its course but i really doubt it ...as far as getting back into idt .....i said i might ....it is still high risk especially with the overall market conditions being the dog and idt just being a flea on the tail.

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