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

To: Frank A. Ryder who wrote (6734)	2/16/1998 9:43:00 PM
From: kane	Read Replies (1) \| Respond to of 11555

I believe there was talk of a Japanese investor. They may have a license.

To: Frank A. Ryder who wrote (6734)	2/16/1998 10:11:00 PM
From: flickerful	Respond to of 11555

<<Rights of Others. In exchange for payments towards product development costs, IDT licensed the right to make, use and sell the WinChip C6 microprocessor to a third party. Further, the license with the third party limits the number of additional licenses that IDT may grant. Thus, the Company may face competition from the third party in the future and may be limited in its ability to license the part.>> frank, i would say you have missed far less than i have.

To: Frank A. Ryder who wrote (6734)	2/17/1998 12:11:00 AM
From: Rob S.	Respond to of 11555

Frank. The 10Qs/Ks etc. are publicly disclosed documents that can be copied freely. The discussion is interesting. This may have to do with investment made by IBM to help develop the C6 at Centaur. I vaguely remember having heard something discussed in one of the conference calls and think it applies only to the original C6 design. This needs to be a question for IDTI - give the IR department a call.

To: Frank A. Ryder who wrote (6734)	2/17/1998 2:27:00 AM
From: flickerful	Read Replies (1) \| Respond to of 11555

i am beginning to remember this whole discussion now: To: +Rob S. (4741 ) From: +Baoho Chang Wednesday, Nov 12 1997 11:49PM EST Reply # of 6744 Hello, Rob. I discovered something interesting in IDT's 10Q. Here is the text. "Rights of Others. In exchange for payments towards product development costs, IDT licensed the right to make, use and sell the Winchip C6 to a third party." Do you or anyone else have any idea about the third party? Just let me throw in some wild guesses: IBM, TXN or what?? Regards, Baoho To: +Baoho Chang (4747 ) From: +CALLS&PUTS Thursday, Nov 13 1997 12:19AM EST Reply # of 6744 Baoho, I believe it is NKK of Japan (steel company comglomerate I think) CP To: +Baoho Chang (4749 ) From: +CALLS&PUTS Thursday, Nov 13 1997 11:00PM EST Reply # of 6744 Baoho, It is my recollection form a newspaper article in SJ mercury news quoting Perham. I am 99% certain. Also true according to sources in the company. NKK has only the rights to the first version of the C6, this seems like a free 5 million (investment amount) to me. CP