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

To: Charlie Tuna who wrote (7047)	3/1/1998 1:18:00 AM
From: Edward Leinbach	Read Replies (1) \| Respond to of 11555

Charlie , you are assuming that Intel has legitamite grounds to sue IDTI . My take is that Intel won't sue because of two reasons. 1. IDTI's proceessor is not an infringement on intels x86 original design. 2. It is not strategically in Intels best interest to haul IDTI in the court. Can other companies enter the x86 cpu market ? Uhm ... not likely that many if any companies are willing to undergo the associated risk & cost. Remember eventhough AMD & Cyrix have valid mpu's they have yet to produce their current pentium equivalents in a profitable manner. ( NSM is not producing cyrix chips for profit , maybe IBM is, not certain. ) To make money in intels cpu market you must. 1. Have a valid up to date compatible chip. ( comparable in speed & performance) 2. Have box maker acceptance. ( Anyone except DELL , who is firmly wedded to Intel) 3. Produce this chip at acceptable yields & volume to turn a profit & satisfy box makers inventory needs. 4. Keep future generations flowing out in a timely mannner , all meeting the above requirements. AMD & NSM are having trouble meeting # 3. IDTI looks to be ontrack to satisfy #3 , but they are not completely there yet. Intels' hastened move away from socket 7 is an attempt to remove box maker acceptance from the 3 amigos. ( IDTI, NSM, AMD ) The reason Henry is praying for AMD's success is that without sufficient volumes , box makers will turn away from socket 7 . AMD's volume is greatly needed until IDTI can get heavy volume of their own on the market. The idea about an adapter that would allow a chip to run off either socket 7 or slot 1 2 is interesing yet most likely not practical . Kinda of like speed reading while at the same time translating from russian to english. Tends to slow the process down. Will we have another asian flu ? I hope not , but you may get lucky & have another chance this stock. But don't hold your breath waiting ! PS , I am too tired to correct all the spelling mistakes. Kirk out.