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 (6720)	2/16/1998 12:34:00 PM
From: flickerful	Read Replies (1) \| Respond to of 11555

it appears that way, doesn't it? <eom>

To: Hippieslayer who wrote (6720)	2/16/1998 12:36:00 PM
From: flickerful	Respond to of 11555

as to monday press releases: if you look back it seems idti favors them, regardless of holidays. i imagine we will see it appear again tomorrow in the journal and elsewhere, though. i wouldn't be surprised at additional announcements either.

To: Hippieslayer who wrote (6720)	2/16/1998 2:46:00 PM
From: Rob S.	Respond to of 11555

Now that the PL market has grown huge, the high margins in the programmable logic area, about 60%, is bound to attract more competition. IC technology has also evolved to make mixed logic + programmable arrays practical. I think that MOT is onto a very attractive product strategy but that doesn't mean less potential for CL for at least quite a while. The MOT product may replace the need for some programable logic and that will eventually eat into the available market. But for the foreseeable future, CL has plenty of market to go after. They need to broaden the product families they can convert and build market share. Two or four years from now might be a better time to judge just how much they are going to be effected by MOT's new product IMO.