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: Phaedrus who wrote (8439)	5/20/1998 11:51:00 AM
From: Rob S.	Read Replies (2) of 11555

This fits with what we know about mfg. costs - IDTI can produce the parts for around $25 if they get the yields and production up. At an ASP of $50-$70 for the new parts (IDTI is having to sell out the old 200 Mhz stuff cheap - $45), Intel, AMD and NSM are left out of the race from a cost standpoint. This cost advantage will be particularly important to overseas markets. For portables IDTI should have a clear advantage. The problem remains building parts in quantity. All the brilliant plans in the world don't amount to much if all you've got to show over the past year is a tinsy weenie 200K parts manufactured. Go IDTI (and IBM) fabs, get your hands out of your pockets (quit playing around) and build these da*n things!

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