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

To: Steve Lewis who wrote (7364)	3/13/1998 10:00:00 AM
From: Al. Gibberd	Respond to of 11555

Apple and Acorn each have a 43% share in ARM. ARM may float on the NASDAQ in early 1998 (Sunday Times 21 Dec. '97). sunday-times.co.uk Register (free)and look at back issues. If ARM, which seems to be so successful floats, what will this do to Acorn and Apples share price? ARM is in talks with Samsung. Acorn opens office in USA. Since the markets opened in London today Acorn share price has increased by 8%.. Any comments. Any news from America about the floatation of ARM on the NASDAQ ? Will this be hot stock?

To: Steve Lewis who wrote (7364)	3/14/1998 5:00:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 11555

I don't think that it runs windows Cee either. This is competition to the MIPS processor more than the X86 arena. ARM and StrongArm are not that new and it remains to be seen how much support Intel throws behind it. The key to any alternate uP is how much software support they can put behind it and how many developers they can get to work with it. IDT's MIPs part that goes into the "classic" WebTV costs less than $20 and the unit that goes into the new enhanced WebTV box costs less than $30. Intel has not tried to compete that agressively in this marketplace in the past. I don't think Intel will do anything that will be direct competition against their Pentium class processors. Very unlikely they would try to get MS to support the bloated Windows OS on the ARM. It makes sense for MS to support several thrusts that are aimed at thwarting the upcoming Java chips - CE may make good sense. Is IDTI vulnerable to INtel's ARM? I don't think it is competition to the C6 and no immediate comp to the MIPS parts. In the future the internet appliance market will be fought over by several players and Intel is not likely to have the proprietary and the magnitude of market leadership advantages that they have in the X86 market. In that respect, IDTI has a lead in the Internet TV market and should do well competing with less efficient Intel.