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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: Charlie Tuna who wrote (4390)	10/22/1997 10:18:00 PM
From: Charlie Tuna	Respond to of 11555

AGAIN sorry for the long format Excerpt from Intels Mar 97 10K A number of competitors have developed and begun marketing products that are software compatible with some of the Company's key products. In particular,companies have announced plans to ship products in 1997 intended to compete with the Pentium and Pentium Pro microprocessor families. ------------>IDT is not licensed to use Intel patents..Right? Many of Intel's competitors are licensed to use Intel patents. Furthermore, based on the current case law, Intel's competitors can design microprocessors that are compatible with Intel microprocessors and avoid Intel patent rights through the use of foundry services that have licenses with Intel. Competitors' products may add features, increase performance or sell at lower prices. ------------>Is this IDT or is it non-x86 compatable architectures The Company also faces significant competition from companies that offer rival microprocessor architectures. The Company cannot predict whether such rival architectures will establish or increase market acceptance or provide increased competition to the Company's products. Future distortion of price maturity curves could occur as software compatible products enter the market in significant volume or alternative architectures gain market acceptance. ------------> Intel's strategy has been, and continues to be, to introduce ever higher performance microprocessors. To implement this strategy, the Company plans to cultivate new businesses and continue to work with the software industry to develop compelling applications that can take advantage of this higher performance, thus driving demand toward the newer products. Intel also is committed to the protection of its intellectual property rights against illegal use. There can be no assurance, however, that competitors will not introduce new products (either software compatible or of rival architectural designs) or reduce prices on existing products. Such developments could have an adverse effect on Intel's revenues and margins. Charlie

To: Charlie Tuna who wrote (4390)	10/23/1997 1:10:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Charlie, you should try the "fixed font" radio button at the bottom of the editing box - it should get the post alighed better. Intel is both a fierce competitor and is hedging it's bets by moving on to greener pastures for the high end products. Electronic Engineering Times has an article (don't have the URL - I read the paper version) about Intel's Merced developments. It says that compilers written for Merced will be an order of magnitude more complex than anything that has been done before for PC and workstation markets. The Merced will require a whole new generation of software development. It is to be introduced starting in 1999 and will be sold for workstations, servers and mainframe systems. The technology uses some very powerful distributed processing topologies. I think it is along the lines of thinking used by Tera Computer Corp. which is designing massively parallel systems using an architecture they call "multithreaded parallelism". The compilers and programs written to them have the ability to contain and excute functional blocks of code or very long word instructions on multiple execution units of various types located on or off the chip. This is very exciting stuf and will compete very well against the big iron stuff from SUN, SGI, HP, DEC, IBM, etc. That creates great new opportunities for Intel. But it will several years before it is scaled down to the competitive arena of the desktop or foe their to be meaningful amounts of software to make a compelling argument to switch to it. Intel plans to continue to develop X86 parts that will compete with IDT, Cyrix and AMD. They have about 90% market share and will continue to domiunate the industry for years to come. While the 5% market share that IDT might snag over the next 3-4 years will tripple their business, Intel will make up for that and much more by their increased market share on the high end.