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

To: Hippieslayer who wrote (6209)	2/1/1998 11:21:00 AM
From: Carl Thomas	Read Replies (1) \| Respond to of 11555

Check out the following excerpt from a Lehman report posted by Robert Walter on the AMD thread. Pentium family prices are down steeply in line with INTC's-$82-3 cuts early this week. We continue to be struck by 2 facts: 1) The unusually steep pace of decline (which, in part, reflects INTC's success in moving to low cost 0.25 micron output and, in part, the presence of competition), 2) AMD's parts continue to sell at a good premium to list and in line with spot targets. Discussions with NSM-$27-2 earlier this week confirm that they received at least $60-70 on average for their GX processors (sold exclusively to Compaq) last quarter, about 30% above our expectations, and their new Gx-MMX will go for over $110. AMD continues to have major production uncertainties and, in the interim, customers have turned to IDTI's-$13 1/16-2 new Centaur chip; we are receiving first reports of favorable customer reviews on Centaur. for the rest : Message 3313065 Carl