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

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Mar 29 5:00 PM EST

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To: srvhap who wrote (8460)	5/20/1998 11:16:00 PM
From: Rob S.	Read Replies (1) of 11555

I think it is time for the alternative uP competitors to "Think Beyond the Box". Give people what they are hungry for - the sizzle of fast internet access. Fast graphics is a commodity with lots of ways to get at it. Internet bandwidth is the greatest bottleneck, not PC performance. I just hope that the great engineering talent at these companies have good enough direction for their efforts - crank up the effective bandwidth on the Internet and roll that out to the public and that will crank up the image in the eyes of the consumer. The image is that they are still following in the shadow of Intel, selling "older technology" while Intel is valiantly forging on with new stuff (PII slot 1). Of course the reality is that Intel tried to shift the market to a more expensive, proprietary (monopolistic) architecture and when the alternate suppliers innovated with sub $1000 enabling uPs, Intel was forced to respond. Without the competition, Intel would have continued to rape the public blindly. (Intel is a very fine company but power is corrupting). If the three spent 100 million between them (proportionate to their business) they could do this quickly and with style. That would be a fraction of what they will spend on advertising to try to counter Intel's marketing advantage. The problem with the chip guys is that they have their heads in the component world and often don't think enough about the end consumer. Too competitive to cooperate? Like it or not, the best course is for them to present a united front to the industry and consumers in order to force greater penetration into the Intel monopoly. Within that more favorable context they could slug it out to their hearts content (until they bleed).

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