*AV*--Lot's of fun. I take it that "ToyMe" is on streak of sorts.
Interesting things look to be happening with IDTI<GGG>. It was a monster close to after close trade. I like the comment made about anti-trust relative to INTC. We all know that INTC rules the market with a marketshare % only rivaling that of MSFT.
Of all the pretenders to the throne, (CYRIX, NexGen, AMD, IDTI, DEC, MOT) on paper it looks as if IDTI could be the one to give INTC a rum for their money. All the rest were essentially "me-too" companies that either had similar products (with associated lawsuits filed by INTC) or were always just slightly behind INTC in performance. Not one was really 100% INTC compatible (or at least that is what some hardware and software vendors use as their lead in question when their product doesn't work as it should).
AMD came the closest by taking over NexGen (pin non-compatible) and showing a technology roadmap to perfromance parity with INTC. Between lawsuits flying, manufacturing issues, and some early compatibility issues, this has been a nightmare. They have missed the target dates but still may be able to achieve its goals down the road. However, it is basically a slightly re-engineered "like type" chip from both die size to design architecture. It is a me-too chip from my perspective.
The IDTI WinChip is definitiely a "cleanroom" evolutionary type design with what looks to be a decent manufacturing process. They went back to ground zero and re-defined or created a novel architectural design for the microprocessor from scratch. This resulted in a significantly smaller die size and a simpler manufacturing process. Bottom line to all this is that the WinChip is smaller and easier to make than the INTC chip. It looks like they can actually make the chip on a consistent basis but we do need more devices made over the next months to validate this. They have also unveiled a roadmap to parity with INTC in a realistic timeframe which could be within 12-18 months or sooner. It also looks, from the news stories, that it might make inroads to the laptop portable PC market at INTC's expense.
There have been many pretenders to the throne and all have essentially failed. Given that, the odds seem stacked against IDTI. However, one the surface, it has the best arsenal of designs, manufacturing, and cost structures to allow the best attempt at taking a bite out of INTC's dominance.
Andrew
BTW-no movement out of UTEK which is what I hoped would happen. This allowed me to dip back into the water on a small scale for "down the road".
ALYD-touched $17 for a moment making the defensive shares roughly a 33% gain within a few trading sessions. This was a nice run (Oops, IS the start of a nice run) and even those that moved on the stock at $13-$14, which we know was achievable, are sitting on a 20% gain. no matter how we look at it, profits could have been easily made. No smoke, no mirrors, and no shady games. I still do not like the possible volume related volatility but I do know that anyone that invested at the beginning of this new round of discussions early last week, is sitting on some nice profits. Those that averaged down are looking better also. This was a "doable" trading opportunity.
BTW2-CYMI is not looking too healthy these days which makes me feel slightly foolish. Foolish in the sense that if I waited a little longer, I could have gotten in cheaper. I admit to this mistake but it does not stop me from adding to my position and to take a plunge with the $1M portfolio position. I am using this as the opportunistic moment to keep adding shares as it goes down. This WILL recover and the more shares I own going down, the greater the profits will be going up. I should also state that I took this opportunity to put a majority of the ENMD profits to work in this portfolio even though I am not very confident the tech sector is about to turn. I just wanted to be positioned and not sitting in cash there. |
