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

To: Hippieslayer who wrote (7200)	3/5/1998 4:00:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

Take a few steps back and get the big picture.Cpu's are becoming commodity components.....at least for the consumer market.Intel's offering is not much better than amd's or cyrix or idt's.The parts are now being farmed out to foundaries like tsmc.... look for asp's of around 25 bucks for 300mhz cpu's.This means there will be no winners.....kind of like the disk drive business or dram for that matter.Intel can still make a buck at the high end with it's new slot 2 arch.....also there may be some money in the system on a chip approach but at any rate it is a new game with way different rules so do not get caught playing by the old rules.....an x86 clone is not a license to print money....