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: Charlie Tuna who wrote (7737)	4/6/1998 7:54:00 PM
From: Rob S.	Read Replies (1) of 11555

Yes, I've been reading various news articles and posts about AMD's recent yield gains. Some reports have it that AMD has yielded as much as 100% yields on some K6 wafers at 0.25. "Typical" yields are around said to be around 80%. It doesn't get much better than that. That should quickly equate to AMD's ability to produce 4-8 times as many parts as were produced with at the sub 40% yields rate at 0.35 um. Ashok also said that he has confirmed IBM's intent to invest around 1/2 billion $ into AMD. Things are certainly looking up for AMD. Another CRN article points out the products aimed at the WIN CE and a new sub-notebook form factor product category being pushed by MS. This runs up against Intel's bloated strategy and is likely to cause them more pain. crn.com I tried to find an e-article counterpart for one that was in the latest paper issue of CRN but came up empty. CRN did a Gallup poll of around 1000 business buyers and managers to determine their plans and reasons for buying. What was interesting about the article was that it confirmed the discusssions we have had on this thread over the past few months (how can we get into the big buck consulting/market study racket? - three months latter research firms issue a report confirming our conclusions). Respondents said that for business desktop systems they valued reliability above all else, then total cost of ownership, ease of upgrade, service and support, system performance, and then initial cost, and brand recognition. The analysts and investors woke up from their Intel daydreams a bit today and pushed up AMD, NSM and IDTI while INTC fell a notch. The word is that Intel is going through a lot of internal turmoil and yet unofficial reorganization of priorities and management structure. The hornets nest has been knocked off the tree and they are buzzing around frantically trying to figure out what went wrong. Intel will see some hits to its position in the PC market through the next several quarters. This will include margin and market share declines in both desktop and portable PC markets. By the middle of next year the Merced effort should start to show some positive results. I haven't modeled how this will contribute to INTC's bottom line - it has the potential to be a huge product thrust but how much will they gain compared to market share and margin losses for PCs is not well understood. IDTI got into the uP race late but not too late. IDT will not have to suffer the hard knocks that Cyrix and AMD went through to get to cost effective and competitive designs and break open the Intel Inside dogma. It's still a matter of yields and production. Crank those parts out IDTI!

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