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: Rob S. who wrote (8813)	6/9/1998 2:36:00 PM
From: Charlie Tuna	Read Replies (2) of 11555

I would not dedicate the oregon fab to x86 mfg. I would not put all of my eggs in 1 x86 basket. There are other ops that are being missed. Let IBM make the WCII and if things work out really well then move the oregon fab into making the x86 parts...this lowers the overall risk to idt...They were able to get the winchip developed for peanuts and this was great but now they are spending a ton to mfg it and my guess is that it is no longer worth risking so much on but could still be a very good money maker....so let us say that glen hits a home run and the wc2's are selling like hot cakes and ibm is making all of em for idt...so what they make a few less bucks but can allways convert the oregon fab into doing x86...now let us look at the other scenario...the wc2 is to little to late and idt has spent all of its oregon mfg resources into building it OUCH OUCH OUCH. This is not rocket science ... try and get the most profit for the least risk ...min/max ok.Sorry if i sound pissed but i hate to see them take such a big risk when they do not need to....one last time........THE REAL VALUE OF THE WC2 IS CPU DESIGN/IP NOT THE MFG OF THE CPU. Charlie

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