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


To: Rob S. who wrote (6645)2/13/1998 8:25:00 PM
From: Hippieslayer  Read Replies (1) | Respond to of 11555
 
If AMD's problems are in deed real, this is a golden opp. for IDTI to move in to "gain" (or steal if you are an AMD fan) customers. BUt, as you have brought to our attention, IDTI has to show that they can produce functioning chips--and to make sure they don't follow in the footsteps AMD or Cyrix/NSM.

I can't stress how golden an opportunity this is for IDTI assuming what I've written above is true. Regardless, I'm more determined to short this stock than at any other time! :-)



To: Rob S. who wrote (6645)2/13/1998 9:41:00 PM
From: BullonIDT  Read Replies (2) | Respond to of 11555
 
Mr. S, Pls list the source of this info. You are amazing....
"I don't have details on the C6+ except that they have had silicon for a while and the parts are testing out fine." and " They are running at 0.25 um in Oregon now and that is likely to become the process they go with as they move forward. I've been told that the parts are yielding a good percentage at 266 in the 0.25 um process - as you'd expect. Some parts are said to yield at 300 Mhz but probably not a high enough percentage to make a big deal about it. Those will probably end up in their personal PCs!"

Everyone would love to hear names or links from you on this one.