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 10:31:00 PM
From: Harold Engstrom	Read Replies (1) of 11555

Chalie, I don't believe that good news for AMD is bad news for IDTI. IDTI can make good chips inexpensively and compete successfully with the K6 regardless of AMDs good yields. I even think that good news for NSM and AMD is good news for IDTI. Backing for AMD from IBM does not mean that IBM won't live up to their commitments to IDTI. In fact, one could argue that IDTI and AMD complement each other in their approach to the uP market.

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