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

To: FactBoy who wrote (7574)	3/27/1998 6:10:00 AM
From: johnny boy	Respond to of 11555

Fact Boy, I've been listening to your posts and find them remarkably usefull. I'm a chip warrior (sales) and you seem to make a lot of sense. I for one will look at your posts as one of those anonymous reliable sources. Please hang around this thread for a while and keep us posted with your impressions. JB

To: FactBoy who wrote (7574)	3/27/1998 12:06:00 PM
From: Rob S.	Respond to of 11555

That's pretty much what I expected. IDTI was eager to talk about it last fall before the competition shaped up - high-end parts came down into mainstream pricing. Brian B. said at the time that they expected the part to be middle of the road in capability and to sell for around $30. The idea was that it would compete in the low-mid range systems market. Now that Permedia, 3DFX and other higher end chips are priced in the $30-$45 range and older generation stuff from S3 and others are selling for $12-$20, that takes out the opportunity for selling a new entry at anywhere near IDTI's $30 target. I wondered why they had gotten quiet about it. We can't expect every product development to pan out as gold - nothing ventured, nothing gained.