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

To: Rob S. who wrote (4639)	11/6/1997 12:48:00 PM
From: Charlie Tuna	Read Replies (2) \| Respond to of 11555

Rob,Article with more details on Intel's sub 1k PII plans: techweb.com I think it is very clear what they are doing and I stand by my statement that 2h98 will be a critical point in time for the slot world is.Look at Intel's there past performance at controlling the market. The good news is that is appears Intel did not foresee the sub 1k market.So now they are trying to backfit an SRAMLESS PII cartridge for the sub 1k market while not canabalizing their PII 2k market. The Intel plan pushes out any PII competition for the sub 1k until mid 98 and hopefully by then the dwarfs will have better product. FUD: People shopping for a 1k machine may wait til june to buy a PII.Meanwhile Intel makes some big bucks off the PII. This is exactly what they did with MMX. Intel started there boogey people bs and People stopped buying the non MMX cpus.Now they will try and kill the socket 7/MMX market with PII AGP bs and it will probably work. These guys are very good at marketing.BTW,MMX is still pretty much worthless. Charlie

To: Rob S. who wrote (4639)	11/6/1997 4:39:00 PM
From: Marc Phelan	Read Replies (2) \| Respond to of 11555

Chip Sales Hit 19-Month High (11/06/97; 2:10 p.m. EST) By J. Robert Lineback, Semiconductor Business News Worldwide semiconductor sales reached their highest levels in 19 months in September, climbing to $11.797 billion, a 14.7 percent increase over $10.290 billion in the same month last year, according to the Semiconductor Industry Association (SIA. See: techweb.com Marc

To: Rob S. who wrote (4639)	11/10/1997 6:26:00 PM
From: Petz	Respond to of 11555

Rob S & Charlie, I also don't think Slot 1 is necessary. By the middle of '98 the first chips with internal L2 cache will be out and this will eliminate the main advantage that having a SLOT-type package had. With IDT's SRAM experience, they should be able to follow this path and be the low cost producer. Also, there are several motherboards that run reliably at 83 MHz bus speeds now (http://www.anandtech.com/ax5t.html), so 100 MHz is probably only one chipset generation away (3 months). Petz