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: SemiBull who wrote (10234)	4/27/1999 8:08:00 AM
From: Jim Oravetz	Read Replies (3) of 11555

Thanks for the update. IMHO, the Centaur group had plenty of time to deliver products that IDT could SELL in the PC markets. The initial designs worked just as well as Intels' parts, abet at 20-25% slower speeds. They had power consumption advantages that, for the right customer, would be an advantage. IDT touted that with designs moving to smaller geometries (in their new fab) they would soon capture more market share once the MHZ numbers improved. Well, here we are now. IDT is basically throwing in the towel on Centaur. I'm not sure if the problem, i.e. non-delivery, can be blamed on their designs or the failure of the new fab to scale up production. IMHO, it appears the Centaur could not deliver workable designs. The die reductions in the fab are not simple bring to the copier and reduce by XX %. I'm not sure who they could get as a partner. Certainly, IBM is a posibility, given Glenn Henry's past. I doubt that Centaur has design experience that is better than IBM's. Perham has indicated that they have had talks with several companies. Maybe some pure foundries are interested in having a x86 core to offer to customers? Jim

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