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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST
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To: Rob S. who wrote (8749)6/5/1998 7:26:00 PM
From: Xianming Liu  Read Replies (3) of 11555
 
Rob:

Currently the entry level X86 CPU is 233 to 266 MHz (more likely 266 MHz). The next Q (i.e. September), it seems reasonable to assume that the entry level CPU will be 266-300 MHz. And by December Q, it will likely move to 300 - 333 MHz.

Now let's take a look at IDTI's volume production schedule. Assuming they execute flawless (not very likely), the volume production of 240-266 Mhz Winchip 2 begins in late August and September and 300 Mhz comes out by the end of the year. It seems to me under the optimal conditions, IDTI is still a bit late in the CPU game.
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