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

To: johnny boy who wrote (4933)	11/25/1997 10:48:00 PM
From: johnny boy	Read Replies (2) \| Respond to of 11555

Gang, Here's a post from August that caused me to really key on ACER: (A Pasted Post Follows) To: Andrew Baek (3373 ) From: big john Tuesday, Aug 19 1997 11:30PM EST Reply #3378 of 4933 I ran into Michael Murphy(of CTSL fame)this weekend at the MONY Show and he said that IDT would be announcing shortly that ACER will be using the C6. I hope he's right on this one, I bought big chuck of stock yesterday. big john (END of PASTED POST) This is the long and short of it. Any comments??????????????????? JOHNNY BOY

To: johnny boy who wrote (4933)	11/26/1997 11:24:00 AM
From: Rob S.	Respond to of 11555

This "XC" device could include anything from an old 486 to the low cost 5X86 parts SGS is making. Acer also tried their hand at one time with a 486 clone chip but dropped out of the fray when it was shown that they had largely just copied silicon from Intel. As I remeber, Acer never went beyond early 486 capability. I doubt that it will include a part from AMD, Cyrix or Intel. This could include the Centaur/IDT C6 part, but that is unlikely as well because although if ramped to millions of parts per year at 0.25 micron the cost of mfg. would be maybe $10 each, IDT is just at the early stages of production and could not supply the needed quantities anytime soon. They could technically produce parts in an Asian FAB but that would likely bring the ire of Intel and increase the chance of a lawsuit IMO. IDT needs to walk before it runs in the MPU business. They have barely shown that they are at more than a crawl at this point - we are still waiting for pronouncements on manufacturing rates and yields and on speed bumps.