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

To: kane who wrote (7040)	2/28/1998 1:24:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

During the last conference call company management said that IDTI would bring the C6 up on both a 0.35 and a 0.25 process; they have a lot of experience on 0.35 and know they can build the part with high assurance. They think they can bring it up on 0.25 as the prefered process. They can fall back on 0.35 if 0.25 runs into any stalls. I understand that they have had several wafer runs at 0.25 and the process looks to be going well. At 88 sq mm and aprox. 60% yields, they can make money producing the part at 0.35. If they are successful making it at 0.25, then it should make IDTI even more money. AMD has had such low yields that migration to 0.25 is much more of a necessity than it is for IDTI. They lose money with 0.35 parts.