Rob, Johnny Boy here with a question:
Let's, for the sake of argument, assume IDTI becomes a
powerhouse producer of pentium equivalent chips. If
so, I'd expect the company to become about $1B to $1.2B
in revenue, about the size that AMD has reached by virtue
of their pentium class production. Maybe the IDTI stock
price will behave similarly to slightly better and reach
the 40 or 50 range at the peak of this production wave??
Are you still with me, or am I all wet??
Ok, now, when the pentium era ends and the C6 and the C6+
fall by the wayside, what's next and how do you or others
think IDTI will adapt?? Will the fact that they are fully
up to speed with the C6 allow IDTI to be like AMD and wait
for the next generation Intel entry to develop and then spin
their own version and come out with the IDTI version six
months to a year later and repeat the cycle, again, and
maybe again?
If there is no answer, a basic question is, how long will the
C6 and C6+ last--when will it peak? I'd think at some time
in advance of this peak we'd, perhaps, reach an ideal exit
point. Wait for the next generation to shape up and then get
back in whenever the next wave is defined???????????
Any thoughts??
JB
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