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

To: Hippieslayer who wrote (6776)	2/17/1998 6:51:00 PM
From: Rob S.	Respond to of 11555

Intel will notch up the competition a bit further but the move toward a more open market is inevitable. I think the move toward segmentation of the market product focus is logical because it fits the real-world segmentation of the market, (whether Intel likes it or not), and it is defensive, because it may help to thwart the comparisons between the lower cost socket 7 rivals which are challenging Intel PII in performance. To this party, arrogant Intel (Andy was not paranoid enough) is late to the game. The basic theme in the uP market is that performance has plateaued. There is not that much difference in performance between the low-end offerings and the high-end Pentium II budget busters. In fact, spending the difference on memory rather than marginally higher uP performance typically nets better overall performance in most business applications. Intel is a great company with many irons in the computer and communications fire, including the main-frame computer crushing Merced effort. But the segmentation effort is going to push them in several directions at once in hopes of holding onto market share on the low-end and expanding market share in the high-end computing environment. IDTI just needs to continue to escalate the product ramp and keep nimble and quick to respond to market shifts and opportunities. I think this effort by Intel will lead to much confussion among end customers. Maybe that is what Intel wants - "if the customer doesn't know which way the wind is blowing, they will fall back on Intel", might be their strategy.