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

To: Frank Povoski who wrote (5624)	1/12/1998 11:39:00 AM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

We WIn! We win! We win! But how big a win is this?

To: Frank Povoski who wrote (5624)	1/12/1998 2:51:00 PM
From: Rob S.	Read Replies (3) \| Respond to of 11555

How suitable is the IDT MIPS for TCI's cable modem set-top biox? One way to answer that may be to look at the similar applications, fgeneral performance, small die size, and ability to play off the existing development tools and GUI interface software: Superior price/performance, low power consumption, small form factor and the availability of extensive development tools have made the IDT MIPS RISC family the microprocessors of choice for several leading companies. For example, IDT processors power Cisco 7200 Series(TM) and 7500 Series(TM) routers, Extreme Networks' Summit1(TM) LAN Switch, Yurie Systems' LDR200(TM) ATM concentrator and Lucent Technologies' GSM BTS-2000/2C(TM) base transceiver station. Household products include two generations of WebTV(R) receivers; EchoStar's digital broadcast satellite receiver; Hughes Network Systems' DirectPC(R), and home connectivity equipment provided by leading cable modem companies. I think that the IDT RV4640 CPU is one of the most formidable contenders for the set-top box market. Maybe the plan to spend another $200 million on building out the Hillsboro fab will pay some dividends. IDT will need to make a lot of parts to make the continued investment in fabs worthwhile and this may become part of it.

To: Frank Povoski who wrote (5624)	1/12/1998 7:40:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

anybody else receive their INNOVATIONS from IDTI today? among other things, it announces their second year selection as the MIPS/RISC processor for the WEBTV PLUS set top box...

To: Frank Povoski who wrote (5624)	1/12/1998 7:45:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

PC MAG JAN 20 issue, page 9 "pipeline" feature: Hungry for 3D? (discussion begins with AMD-K6 3D) ..."meanwhile newcomer CENTAUR TECH plans to add 53 instructions and 22 more floating-point registers to its C6+ processor.And like its competitors,CENTAUR is working with MICROSOFT on adding support for Dircet 3D--a key Windows component for game developers."

To: Frank Povoski who wrote (5624)	1/12/1998 11:05:00 PM
From: srvhap	Read Replies (1) \| Respond to of 11555

What exactly is meant by "reference design". Thanks in advance. <<SANTA CLARA, Calif.--(BUSINESS WIRE)--Jan. 12, 1998--Integrated Device Technology, Inc. (IDT) announced today that the company's pace-setting IDT RV4640(TM) CPU at 100 MHz was chosen to be the main processor of the I-Cube(R), Inc. ''Raptor'' Fast Ethernet switch reference design. >>

To: Frank Povoski who wrote (5624)	1/17/1998 4:07:00 PM
From: johnny boy	Read Replies (1) \| Respond to of 11555

Frank, I've been thinking back to one of your posts. You had mentioned that you got a glimpse of some very exciting new stuff from IDTI, if I recall correctly, that gave you cause to think this stock would soon take off. But, it was under NDA and you couldn't say much. Question: Do you feel something big is out there besides Clear Logic? I'm not looking for details but just an idea if maybe there's something else to soon look forward to? Haven't seen you posting too much lately. We depend on you, Rob, Randy and a few others. JB