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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: Jim Oravetz who wrote (10235)4/27/1999 9:33:00 PM
From: kane  Read Replies (1) of 11555
 
>I doubt that Centaur has design experience that is better
>than IBM's.

One thing I remember about IBM when they first released
commercial memory chips (not for internal consumption) is
that they were twice as large as their competitors. I assume
that their designers had not been exposed to the cost
pressures which drove other memory designers. Maybe
things have improved and they are better now.

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