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: Hightechhooper who wrote (7025)	2/26/1998 2:43:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

Joe Kernan on CNBC says that a rumor is going around that AMD might strike a deal with IBM to manufacture the AMD's K6. AMD up over 1 today.

To: Hightechhooper who wrote (7025)	2/26/1998 4:30:00 PM
From: Rob S.	Respond to of 11555

Good points. IDTI is (has been) much more of a process and technology oriented company than a marketing driven company similar to AMD and CY. Having excellent process skills often makes the difference between profit and loss (as your post indicates). Complex chips such as large SRAMS and the C6 can take full advantage of those capabilities to deliver market advantages. A well tuned marketing effort then has something they can exploit to better advantage. The best situation is to have the best design and process skills combined with the best marketing and management. You can have one leg of the stool shorter than the other, but you need all of them to stand up well. IDTI has an excellent mix of core products and process capabilities and some of the best management in the business. With continued efforts on those fronts and creative marketing added in, the company is in a very strong position to move forward.

To: Hightechhooper who wrote (7025)	2/27/1998 8:40:00 PM
From: kane	Read Replies (1) \| Respond to of 11555

K, Don't get me wrong. I have great respect for Idt's process and I have heard great things about their process guru Cheunder Lien. What I didn't know was whether they had a 0.25um process in Oregon. You say that it is clear from the chip size that it's a 0.25um process. Well this is very encouraging as it sounds as if they have basically built a 0.25um fab. It had been previous reported in a number of places that they were ramping up as a 0.35um fab. Reports on the Cyrix thread suggested that the C6 was a essentially a 0.35um process with a 0.28um gate which could be done with one DUV stepper stuck in some corner. Clearly, they have a lot more which bodes well for a 0.25um launch of C+ this year. Thanks for the info. Kane