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

To: BigBull who wrote (7623)	3/31/1998 11:27:00 AM
From: Eric Jacobson	Read Replies (1) \| Respond to of 11555

BigBull, I caught the tail end of a Bruce Francis piece on CNBC this morning on these benchmark tests of Celeron. He proved himself to be a total incompetent on the subject, likening the chip to a "Chevy" and saying people who buy in this low end ("buying cheap Nissans") aren't concerned with performance so much as price because they aren't planning to enter the Indy 500. He totally missed the point and came across as an apologist for Intel, even quoting from Intel's pathetic response - yeah, right, the production models will be faster than the test chips. Sheesh - as if Intel can maintain or expand their market share just by churning out this cheap, crappy chip and spinning the story. Pretty soon, the Dells and Gateways are going to get tired of losing market share to Compaq and generic boxes, and they'll be jumping all over the C6+. He did get to redeem himself slightly. Suzie what's-her-name said something like "the chips are actually faster that what people are using now, right?" And Bruce got to say "Well, actually no, the chip may not be faster than offerings by AMD and Cyrix." No mention of the WinChip, IDTI, or Centaur.

To: BigBull who wrote (7623)	3/31/1998 11:57:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 11555

That's good news. Intel's Celery (Celeron) chips are a salad bar offering of trimmed down PIIs - an attempt at a quick diet fix to a failed strategy to lure the market toward fat and more expensive PIIs. Like most fad diets, this one is more hype machine bragadosio than common sense reasoning and fuel to make the PC industry lean and healthy and fit for aggressive sub $1000 markets. Let's hope IDTI is making huge strides in ramping up their manufacturing of C6s. The C6+ should be a real winner if they can produce a ton of them. The kick-in of IBM toward the end of the year should realy help. At 58 sq. mm, (still not sure if this applies to the C6 or C6+), the parts should be easy and cheap to produce; ~$25-$35 if expected high yields are achieved.