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

To: I. N. Vester who wrote (4846)	11/20/1997 9:58:00 PM
From: Charlie Tuna	Read Replies (2) \| Respond to of 11555

Here is some tough Q/A concerning the C6: 1.Why not announce customers according to plan? The customers for whatever reasons do not exist. 2.How big of an advantage is the C6? Not much when you consider the overall system cost of 1,000 bucks and a C6 is ~90 vs a p55 for ~140 .So 50 bucks is just 5%, not a big overall system savings. Most people spending 1,000 will part with an extra 50 for the Intel Inside brand name.Somewhere around 500 bucks is where the extra 50 for Intel Inside starts to become a factor. 3.How about other markets? OK there is some hope...upgrades,cheap notebooks,netpc's but these will not be as lucritive as the main stream 1,000 pc market. 4.How much would a total C6 flop hurt IDT(not the stock) It Depends on how much they spend getting hillsboro ramped for the C6 and how much business they lose because hillsboro is setup for the wrong product also all of the sales/marketing and next generation C6 development....it starts to get pretty ugly. I used to think that IDT was a solid investment without the C6 and so it made for a small downside risk if the C6 bombed now I am beginning to wonder. Oh yea,K please dont bother telling me to sell my stock etc etc. etc. Charlie