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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: kane who wrote (10100)2/16/1999 1:17:00 PM
From: Rob S.  Read Replies (3) of 11555
 
The WINChip or "Fusion" memory or other potential high-volume products have been touted as the next thing that will redeem IDT's strategy. IDT has some incredible strengths and worthwhile products and "core competencies". The problem is that they have dissapated their efforts in so many directions - technology for technology's sake. They have failed to put together a world beater effort in any single major product categaory aside from the highly competitive microcontroller marketplace. IDT has some great specialty memories and parts targeted towards communication/networking industries but they have failed to live up to the commitment of a "build your own" expenditure on facilities. No saving product strategy has come about because, IMO, they have taken a half-assed approach and grossly underestimated what it would take to become competitive. Having a good design is a very fleeting advantage in the uP wars. Profitable one quarter and land fill the next.

Several quarters back we naively questioned whether Intel would file suit against IDT because of their x86 efforts. IDT felt confident that they wouldn't - both because of history and patent position but also because they thought they were still too small for Intel to be threatened by them. IDT certainly lived up to that - maybe they want to remain small while the directors and management continue to draw their six figure salaries and stock options - who needs success?
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