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: Harold Engstrom who wrote (9051)	7/1/1998 8:55:00 PM
From: kash johal	Read Replies (3) of 11555

CL is a disaster and will be continue to be a disaster. They have spent millions of dollars and they have nothing but a story and neat technology. They can only convert maybe 5% of Altera's devices. They have to spend enormous amount of money debugging each Altera Device/Architecture. The final device is not field programmable to take care of bugs or in-system upgrades. In any volume situation they get "leveraged" out by Altera because volume get a package discount. If you think the WC execution has been poor the whole CL execution/plan has been a fiasco. Regards, Kash

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