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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 (4858)	11/20/1997 11:58:00 PM
From: Darrell D. Conrade	Read Replies (1) \| Respond to of 11555

It would seem to me that the computer makers would have a vested interest in keeping AMD, Cyrix and IDT alive and well. I wonder how close we would be to having sub $1,000 machines if Intel was the only game in town. Dell and Gateway may be married to Intel, but their competitors are looking for ways to carve into this market share. These competitors may actually see Intel as a hindrance in their ability to gain market share. If you only have one source for processors, it makes it rather difficult to cut any special deals. If you are not a large volume player, a single source supplier has a great deal of power over your business. The firms building computers should realize that the very appearance of competition has opened up a number of new markets for this industry, the sub-$1,000 computers being one. Hopefully, they will give companies like IDT a try just to have them as a viable alternative. I feel like this same principle holds true for the software producers. As processors become more sophisticated they will offer software companies new opportunities. I sense that Microsoft has been very cooperative in working with IDT and others for this very reason. No one said that competition is easy or that Intel would roll over and give in. However, I still believe that there are companies willing and eager to try a new mouse trap. Still in the "red" with IDTI, Darrell Conrade

To: Rob S. who wrote (4858)	11/21/1997 12:05:00 AM
From: Buy Low Sell Hi	Read Replies (2) \| Respond to of 11555

There seems to be a lot of speculation here about the C6, Glenn Henry, etc. because of the lack of news. I think everyone should be patient here. My reasons are: 1) The C6 consumes less power than any other x86 chip on the market. It is an excellent candidate for notebook computers, it is a better choice than the competition. C6 can be the alternative to Intel for notebooks, and might explain why AMD and Cyrix are not getting design wins yet. 2) IDT should be able to easilty produce C6 in volume at good yields. Look at the problems AMD is having with the K6. I don't believe IDT will have those problems making the C6, it is a less ambitious undertaking. Its a simpler design. 3) IDT is trading at 11, a bargain compared to the other chip maker stocks, but with the same potential to take off. 4) Glenn Henry is a genius, look at his track record. Somebody implied that he is trying to beef up his resume with the C6, why does he need to? Should IDT continuously announce months in advance they are about to "sign a deal" with a major OEMer like Jerry Sanders does at AMD? I can't count the number of times I've read that DEC and HP are using K6, but somehow you can't buy an AMD processor in one of their boxes. Just yesterday I read that Compaq is about to ink a deal with AMD for K6 notebooks. Yeah right. It would not surprise me in the least if Compaq went with IDT instead. I prefer no news from IDT until a real deal is done, and am willing to wait it out until it happens. BLSH