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


To: Chi Pan who wrote (4828)11/20/1997 11:27:00 AM
From: Phaedrus  Read Replies (1) | Respond to of 11555
 
Hi all, I'm new to this thread having recently purchased some IDT at 11. I bought the stock because of the capacity in the Oregon Fab, the sub $1000 PC phenomena and the C6, ZBT/Fusion, and Clear Logic.

Seems like most of the discussion on the thread is regarding the C6, but the opportunities for ZBT RAM and clear logic seem pretty big. I wouldn't want to own any FPGA companies knowing that a company like clear logic was out there. Any thoughts?? Thanks.



To: Chi Pan who wrote (4828)11/20/1997 11:28:00 AM
From: Hippieslayer  Read Replies (2) | Respond to of 11555
 
I don't think IDT has done anything yet in announcing faster CPU's. I hope they are still trying to ink some deals which would help explain the silence. More importantly, here is excellent news (sorry not about IDT) about cyrix's design wins and oher news about breaking intel's monopoly.

news.com
news.com

too bad the news wasn't about IDT.



To: Chi Pan who wrote (4828)11/20/1997 12:28:00 PM
From: Rob S.  Read Replies (1) | Respond to of 11555
 
No, big dissapointment not to hear more out of Comdex about the availability of the higher speed grades. No statements that I am aware of coming from either IDT or Centaur.