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: Eric Jacobson who wrote (7340)	3/12/1998 1:12:00 AM
From: Rob S.	Read Replies (1) of 11555

That is a mute point. IDTI cannot produce enough parts to satisfy the needs of consumers in Lower Slobovia let alone getting to the point of having to worry about mounting advertising. Besides, IDTI cannot compete on the level of AMD or Intel in mounting a consumer ad campaign. It does not now and is not likely to soon make any sense to advertise to consumers beyond the relatively limited placer ads in PC and industry trade mags. Again, Intel spends about $1 billion in total marketing costs for the Pentium processors. AMD spends something like $200-$300 million (or they started to before their golden hen forgot how to lay the egg). The main reason why IDTI/Centaur is not that visible and dealers are not very aware and knowledgeable about the product is that there is not enough of it in the marketplace. When you are producing 100,000 parts and selling them for $60, you can't afford to spend anything close to what's would be needed to greatly heighten awareness. Maybe next year or the year after that. As long as demand far outstrips supply, it doesn't much matter.

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