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

To: kane who wrote (6997)	2/26/1998 12:38:00 PM
From: Hightechhooper	Read Replies (3) \| Respond to of 11555

Kane, Regarding your post on IDT's process technology from a couple of weeks ago: IDT has not historically tooted their horn enough for the accomplishments they have achieved (i.e. they have not marketted themselves very effectively). This does not, however, mean they have not achieved great things. I believe with Dave Cote now in charge of IDT's corporate marketing efforts you will see dramatic improvement in the marketting area in coming months. Specifically, you said you doubted IDT was shipping .25mu SRAMs because there hasn't been any press release to that effect. If you look at the 32x8's (SRAM) coming out of Oregon for the last 3-6 months you'll find they are at .25mu (talk to Brian or look at the die size if you want to confirm). Process technology is a major competitive advantage for IDT, make no mistake about it. They may not be in INTC's league (few are) but they certainly are well ahead of companies like CY, AMD and NSM. Unfortunately for CY shareholders, CY is in the bush leagues. You should go to the yahoo message boards and read some of the posts from Dan McCranie (VP of sales & mkting for CY). If you have ever heard him speak you know that he always tells it like it is. Below is an excerpt from one of his recent posts...... "Cypress believes that they can, through 1998, improve SRAM gross margins sequentially and significantly. They have stated that they believe, worst case, that they can remove all losses in this product line by the end of 1998...and that they can show substantial profits from SRAMs in 1999. They believe they can do this through conversion of their SRAMs from their current, non-competitive, process technology of 0.6 micron to a much more competitive 0.35 micron technology." You can see from this perspective that process technology is NOT a strength of CY. This is not my opinion, it is straight from the horses mouth (for anyone that has ever met or heard McCranie speak there is no doubt that the posts on Yahoo are from him) In fact, TJ has been hiring large numbers of process engineers in the past few months in order to try and rectify this situation. However, they are starting deep in the hole and it will take time to become competitive.