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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: oddmanout who wrote (9464)8/26/1998 5:39:00 PM
From: Toni Wheeler  Read Replies (1) of 11555
 
Borrowed this from S3 SI board:

"As for Acquisitions. ATI is going to need to acquire or develop in
house PC Chip set technology or die a slow death. Intel will soon
release its integrated PC chipset and Graphics chip and SIS just
recently released their integrated chipset too. For low cost PC buying
an integrated PC/Graphics chipset seems to be the way to go.

ATI might even buy IDTI for their WinChip to develop a fully integrated PC on a chip. IDTI is worth less than US$500M. But with
the Canadian $$ getting cheaper, ATI better do something quick.

CL

>>> Regarding the ATI article about them looking for someone to buy,
this gives some credit to the rumors I am hearing regarding ATI next
generation of product. ATI might be forced to buy technology because
rumor has it that ATI next chips are not ready or just don't compare
well with products on the market or ready to be released. If this is the case ATI will see its market cap go south just like what happened to S3.<<<"

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