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

To: Charlie Tuna who wrote (5791)	1/16/1998 3:03:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

<<offtopic>> charlie. you always have my respect, especially for your candor... watching closely, randy

To: Charlie Tuna who wrote (5791)	1/16/1998 5:19:00 PM
From: Steve Lewis	Respond to of 11555

Stay in touch as your information has been helpful. I plan on spending time with my IDTI through mid 1999 probably or until I see a major semi cyclical contraction coming on. (I didn't see the late 97' one) The long term problems for IDTI can come from: 1) Intel : buying C & T and other graphics companies shows that they are going to do what Microsoft did with their Office suite in the 1980's -- outflank the competitors "it's not just MPUs anymore". IDTI has other cards to play in graphics also. 2) Intel will take the ARM chip (low power & cheap) from DEC and try to make it a worthy $20 x86 competitor but that will take alot of time to do this. (24-36months?) 3) Poor inside execution (marketing & manufacturing) 4) PC industry architecture transition. Hopefully Intel is not able to position themselves and redefine the industry into a new untouchable monopoly. Instead Intel will need to create a whole new CPU/architecture business and play the x86 game with a group of competitors including IDTI. In the short term IDTI will bounce around but I'm willing to wait (at least for now) for the move above 15 to 20+ and a whole new IDTI business valuation.