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

To: Joseph E. Caiazzo who wrote (6102)	1/27/1998 12:11:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

<<offtopic>> aside from the fact that your post went over his (has to be) head ( he misstated basic facts about idti), and no doubt he will not appreciate the nuances you describe now..... can we just move on?

To: Joseph E. Caiazzo who wrote (6102)	1/27/1998 12:45:00 PM
From: SMALL FRY	Read Replies (1) \| Respond to of 11555

<<<OT>>> No I did not miss your point. I choose to skirt your point...to introduce another. The point being, we can all get paranoid about witch hunts but as long as we clean up our act, no witch hunts can get to you...or any of us! Simplistic? Naive? Form your opinion... It just irks me to no end that this man is actually representing ME! And dragging me and mine through the mud...do I deserve this? The international community is laughing at all the Americans...not just Clinton. We can all disavow, and divorce ourselves from the whole situation...but, can we really? If I, a simple citizen, can curve my yearnings and impulses...why can't he? Has he become so insulated and invulnerable? Arrogance of a thief, IMHO. Let's move on!!! SF

To: Joseph E. Caiazzo who wrote (6102)	1/27/1998 12:56:00 PM
From: LarryS	Read Replies (1) \| Respond to of 11555

As one of those who served in Vietnam I tire of people who say we should have no moral values, if the politician is from MY party. We heard the same crap from Nixon's people and now Clinton's. Remember, he didn't just avoid the draft, as most of my comtemporaries did, but actually dodged the draft....once a man does that he can make excuses for ANY actions after that. He lied about dodging the draft, we now know he lied about the Jennifer Flowers and it goes on and on. He, like the stars of entertainment world, sees nothing wrong in using his fans for political or personal purposes. And just because feminists, especially those who slept with the guys dodging the draft, don't object to his philandering doesn't mean anything....most of their political ugliness is against those they politically oppose (remember the much to do about nothing caused by Anita Hill??). I would advise those who want to make excuses for the president to remember, we can get serious on this board if it requires. Isn't it better to just stick with messages about IDTI??

To: Joseph E. Caiazzo who wrote (6102)	1/27/1998 1:34:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

from forbes... an old article we may not have seen here. (apologies if we have) note in particular the bear stearns "analyst" remarks in the closing paragraph.... Bottom feeder enters Intel territory A week after the chip giant Intel was sued by Digital Equipment Corp. and Cyrix, another company entered the microprocessor business to feed off the scraps. Intel owns the microprocessor business with nearly 85% market share of the $20 billion-plus-a-year market. Other companies, like Advanced Micro Devices (AMD) and Cyrix exist on the remainder of the market. Now add San Jose, Calif.-based Integrated Device Technology (IDT) to the ranks of the minnows. Who? IDT is better known in the memory chip and RISC-processor market. The company returned to profitability in the first quarter of 1997, after being ravaged by falling memory prices in the previous two quarters. In that quarter IDT earned $2.1 million on revenues of $143.2 million. Intel boasted first-quarter profits of $1.9 billion on sales of $6.4 billion. IDT introduced a new X86 Pentium class microprocessor on Tuesday, May 20 designed by its subsidiary, Centaur, an Austin, Tex.-based startup. The chip, code-named "IDT-C6" is likely to go into full production some time in June and will be available in varying clock speeds, from 150-to-200 MHz. IDT stock has been trading near its 52-week high of 14 7/8. IDT's costs are competitive with Intel's. IDT's C6 chip costs only $40 (the same as it costs Intel to make a non-MMX Pentium) compared with $70 a chip for AMD's K6 and $80 for a Cyrix M2-chip. Using just ten engineers IDT spent a laughably low $15 million to develop the C6. Pretty incredible--after all it cost NexGen almost $10 million a year for nine years before coming up with its first worthwhile products, the K5 and then the K6. NexGen was bought by AMD in 1995 for just over $300 million. Intel spends around $2 billion a year on R&D. Linley Gwennap, editor of The Microprocessor Report, an industry newsletter, thinks that instead of going head-to-head with Intel, IDT will focus on the very low end of the market, so far the exclusive stalking ground for AMD and Cyrix. Or look to no-name brands in the Far Eastern markets and emerging nations like China and India. "Any PC vendor who is not getting enough chips from Intel is a potential customer for IDT," says Gwennap. Maybe--but it is unlikely that Dell or Compaq will risk buying from an unknown. "I would view this [IDT's chip] with a great deal of skepticism," says Nimal Vallipuram, semiconductor analyst at Bear Stearns. "I have heard this kind of news many times in my life." ÿ By O.P. Malik Copyright 1997 Forbes Inc. c, Terms and Conditions and Notices