Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Buy Low Sell Hi who wrote (6423)	2/11/1998 12:18:00 AM
From: Medisco	Read Replies (1) \| Respond to of 11555

"T" may be going to invest in a sizable chunk of IDTI. It serves them very well with their Note books.

To: Buy Low Sell Hi who wrote (6423)	2/11/1998 1:54:00 AM
From: Gordon Quickstad	Respond to of 11555

Yeah, T meaning Toshiba makes more sense than T as the symbol for AT&T. Toshiba was just recently displaced as #1 notebook maker by Compaq. They have always been innovative in the portable area and the biggest need in these machines is to increase run time. Also the Intel notebook offerings may be giving the notebook makers fits in regards to packaging and power consumption. The power consumption is being addressed primarily by better power management, but it seems to me the solutions pursued along these lines just slow the machine down. To whack off some significant watts from the CPU seems a more elegant solution. Do you just suppose that there might be a Toshiba score?

To: Buy Low Sell Hi who wrote (6423)	2/11/1998 2:22:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

I don't think you can draw too many absolute conclussions about IBM's fab capability based on what Cyrix was able to achieve. Cyrix took an almost oposit tact to Glen Henry in designing the M2. They crammed in all the ingenious features like out-of-order execution, look ahead registers and branch prediction; out doing Intel or AMD in many respects. The consequence of going to such complex features was that the with each level of complexity, the number of devices, interconnect, emulation and testing grows geometrically more complex, making the parts harder to scale to higher frequencies. AMD, not quite known for being the process gurus that IDTI is in the league with, has spent something like $1.5 billion on advanced fabs (mega fab 25) and still can't get their complex parts to yield profitably. If IDTI keeps ramping and shows the financial community that they can deliver end product at incremental profit, analysts and investors should take notice - because no one else in the recent past except Intel has been able to do so. And to be such a new born baby (in this context IDT's reaching baby add appeals to me) and still be able to show positive results. I know we are all happy ;~) but lets keep a tone of soberness on the way to the bank.