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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: SemiBull who wrote (10254)5/10/1999 2:46:00 PM
From: Rob S.  Read Replies (2) of 11555
 
The uP marketplace is one of narrow "windows of opportunity" during which it is crucial to make your entry and ramp production quickly - near flawless execution is needed to compete with Intel. Intel has several design teams simultaneously working on designing uPs to meet similar goals. One group might be working on an architecture that stresses multiple execution pipes while another group leans more toward incorporating more on-chip memory. These groups compete and the most successful gets chosen for production. If the market shifts, Intel is often only a few steps away from pulling in the efforts on a design that addresses the need. IDT/Centaur have limited resources both in terms of money and in terms of design bandwidth. They have no margin for error and can't support simultaneous designs. Intel has also exceeded expectations for going after the low cost uP market, aggressively turning up the heat with the once crippled Celeron product. Now that they have beefed up the on-chip memory, ramped up the MHz and refined the core, the Celerons are head-to-head competition against the K6 and the PII. And now that Intel has come out with the new low cost mb chip set that incorporates the graphics processor, the cost advantage has swung over to Intel. There is still some premium for the Intel name.

Unless IDT finds OEMs who want uPs designed for high volume applications (something they have been trying to do for about two years), they had better act quickly to sell Centaur off. Within a few months it will be worthless, if not already.
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