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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: kash johal who wrote (9770)10/15/1998 4:35:00 PM
From: Steve Lewis  Read Replies (3) of 11555
 
<It's time to buy methinks. Anything below 4 1/2 is a steal.>

You are right though the implementation is a ways off on the new plans. The question of design/business execution is front & center (as usual). The Winchip roadmap as recently revealed still exhibits a consistent business plan for the future (low end, low cost).

Glen Henry's presentation at the this week's Microprocessor meeting:
winchip.com

WinChip4 (Last Slide)

New Low-Cost High-MHz Core Design
Highly Optimized for MHz
128 KB L1 caches, Great Branch Prediction, Highly Optimized In-Order Execution

Version 1
2H99 Production
Socket 7
0.25m (6L Metal), 2.5V (<100 mm2)
400–500 MHz

Version 2
1H00 Production
More MHz, Better CPI, Different Bus/Integration
0.18m, 1.8V (60 mm2)
500–700 MHz
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