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

0.0%

Mar 29 5:00 PM EST

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To: Trent Stepp who wrote (2054)	3/6/1997 6:26:00 PM
From: Joan Osland Graffius	of 11555

All, I talked with Brian Boisseree today, who I believe is the CFO. What happened is Intel sent out a set of specifications (top level) for SRAM for the Klamath. Now any of you who have worked in this world know that top level specifications don't give the details necessary to know if your product is going to meet the lower level specifications. Anyway IDTI sent in some chips and they did not meet the lower level specifications at Intel. It could be Intel didn't have any low level set of specifications and is looking for what will work and why. (this last sentence is my comment - been there done that.:-)) Brian said that IDTI is not going to spend R&D dollars to meet the Intel specifications because the cost vs profit trade off it not worth it, relative to the returns they could get on spending their R&D resources in other areas. In fairness I don't think farhash on this thread said anything to much different, except he/she did say they were going to resubmit chips to Intel and I heard Brian say they were not going to. I took the farhash post to say they were having technical trouble meeting Intels needs, probably because of my engineering backround. This is not the case at all. Sorry for the confusion, but I was satisfied that IDTI is on the right track. I suspect that doing business with Intel on the klamath would not be very profitable. There are a ton of factors of why I believe this. Among some of the reasons I believe is the $ vs yen,won; Intel will play one subcontractor against the other; fab plants around the world are running between 60% to 70% capacity; one of the cartels could start flooding the market; etc, etc..risk, risk, risk... Joan

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