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

To: Hippieslayer who wrote (4583)	11/3/1997 8:49:00 PM
From: kane	Read Replies (1) \| Respond to of 11555

>"company is expected to unveil a low-cost Pentium II" Should this not read 'low-priced'. The Pentium II is already low-cost relative to its ASP. Throwing out the SRAM (made by other OEMS) means they can sell the same chip in the low end market at low margin without hurting their high end sales. It will be interesting to see how well this chip performs without its L2 cache.

To: Hippieslayer who wrote (4583)	11/3/1997 11:49:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

...slit 1.Intel missed a major market,the sub 1k pc. The stripped down cacheless PII is there admission of error. Main Point:INTEL DID NOT DESIGN A CPU FOR THE SUB 1,000 MARKET! IDT can make nice profits selling the C6 for less than what it costs intel to mfg the cacheless PII.IDT's ability to sell high performance MIPS RISC cpus for 30 bucks proves this. In the first half of 98 we will see Intel with no competitive sub 1k pc cpu.The OLD,HOT,SLOW P55C MMX will be worthless and the PII will will not be cheap enough to enter the sub 1k market. For the first time Intel is playing catchup,but do not underestimate Intel.They are rich , powerfull and ruthless. Charlie