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: Rob S. who wrote (7353)	3/12/1998 4:38:00 PM
From: Eric Jacobson	Read Replies (2) of 11555

>>Then, maybe, the thing to do will be to let a Compaq or IBM brand their boxes to differentiate their product in the marketplace against the host of others who will have generic Intel or others parts in them.<< Rob - I agree with most everything you said and others' recent comments on the commiditization of uPs. On your comment above, this is where I think IDTI and the boxmakers can make out big time. As I was standing there in front of the computers, it occurred to me that both HP and CPQ could move a lot more boxes if they allowed the consumer to choose which uP was inside. For example, the same box could be offered for $999 with an IDT chip, $1099 with AMD, and $1199 with INTC. The Dells and Gateways already do this to a certain degree through the mail.

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