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


To: Hippieslayer who wrote (7246)3/6/1998 11:43:00 PM
From: Harold Engstrom  Read Replies (2) | Respond to of 11555
 
What we are hearing is that pricing is an issue and IDT competes very well on price/performance in all of its areas. Intel and IDT are approaching a good margin from different directions - IDT's margins will move up and Intel's will move down (not that IDTI and Intel are in the same league yet). If Compaq's pricing pressures are typical, then maybe many vendors will seriously consider the C6 and C6+ and C7 for their machines.