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: Hippieslayer who wrote (6656)	2/14/1998 2:09:00 AM
From: flickerful	Read Replies (2) \| Respond to of 11555

here's a pretty good looking chart... iqc.com

To: Hippieslayer who wrote (6656)	2/14/1998 11:00:00 AM
From: David Tesorero	Read Replies (1) \| Respond to of 11555

Fugazi, I asked Brian B. about future marketing plans for the c-6 and IDT in general. They understand that they have done a very poor job of communicating with the street but, they have now hired a PR firm and are fully aware of the need to be good at marketing. I think they have improved in this area during the last 2-3 months. Dave

To: Hippieslayer who wrote (6656)	2/14/1998 1:52:00 PM
From: Rob S.	Respond to of 11555

When IDTI gets the C6, C6+ and any other future versions into high volume production, they will increasingly face the problem of marketing. An issue is scale. Intel spends more on promoting the Pentium brand than IDT's entire sales -about $900 mil. per year in marketing & advertising including heafty promo dollars that are paid to distributors and retailers. AMD has (or had) a budget of over $300 million. I don't know what Cyrix/NSM spends but it is probably much less. How much advertising can IDT/Centaur afford? They have done print advertising in PC and electronics design magazines. I think the most effective way to promote the WinChip will be to take advantage of their sales force to get the parts tested and designed in to a large number of 2nd and third tier OEM applications - just as they are now doing. Once they have enough capacity to go after the more price agressive large OEM market then those accounts become a target. We should continue this discussion maybe 4 or six months from now when IDTI has ramped up production and selling the parts becomes a bigger concern. In six months, a single OEM the size of Compaq, IBM or Toshiba could soak up any excess production IDTI is likely to have. Of course, a foundry relationship with IBM or other large fab could change that, but that will take months to get going and judging the impacts at this point is guesswork until the extent of any agreement are known.