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

To: Eric Jacobson who wrote (7340)	3/11/1998 8:03:00 PM
From: Hippieslayer	Read Replies (2) \| Respond to of 11555

But did you ask anyone how the computer was selling compared to the others? That is the important question.

To: Eric Jacobson who wrote (7340)	3/11/1998 8:59:00 PM
From: Harbinger	Respond to of 11555

It strikes me, that despite the need by Compaq,HP,et al. to churn large volumes at the sub $1000 level to be profitable, I would think it a considerable leap of faith by a major OEM to get into bed with IDTI at this point (despite our hopes to the contrary). I think our IDTI's best bet resides with some initial SEA orders to establish a precedent. "You have to learn to walk before you can run". Just my opinion, but any thoughts are appreciated... Harbinger

To: Eric Jacobson who wrote (7340)	3/11/1998 11:06:00 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 11555

Here it is, Intel CPU's are loosing ground. No mention of Winchip or IDTI, however. Ramp-it-up IDTI! techweb.com "Intel clones are taking away share in the retail desktop market," said Elissa Sandler, vice president at Intelect ASW. "The non-Intel products represent a major force at retail." I believe that the price ($200 less than Compaq) will be more of a factor than name recognition. Jim

To: Eric Jacobson who wrote (7340)	3/12/1998 1:12:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

That is a mute point. IDTI cannot produce enough parts to satisfy the needs of consumers in Lower Slobovia let alone getting to the point of having to worry about mounting advertising. Besides, IDTI cannot compete on the level of AMD or Intel in mounting a consumer ad campaign. It does not now and is not likely to soon make any sense to advertise to consumers beyond the relatively limited placer ads in PC and industry trade mags. Again, Intel spends about $1 billion in total marketing costs for the Pentium processors. AMD spends something like $200-$300 million (or they started to before their golden hen forgot how to lay the egg). The main reason why IDTI/Centaur is not that visible and dealers are not very aware and knowledgeable about the product is that there is not enough of it in the marketplace. When you are producing 100,000 parts and selling them for $60, you can't afford to spend anything close to what's would be needed to greatly heighten awareness. Maybe next year or the year after that. As long as demand far outstrips supply, it doesn't much matter.