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

To: BigBull who wrote (7632)	3/31/1998 3:07:00 PM
From: Rob S.	Respond to of 11555

I've just been picking up bits and pieces of the story on IBM's Blue Logic effort so I can't offer you much in the way of site links. Details have been turning up in IBM press releases, at their web site, in conversations and press releases with IDTI, and IBM and others sales literature. I think that the time for systems on a chip (SOC) has just about arrived in full force. Of course it's not a new thing; LSI, VLSI and others have been at it for a while, but now the various design, IP, fabrication technologies and market pressures have come together to make it increasingly practical and necessary. I think that this was a major reason that Cyrix quickly agreed to the acquisition by NSM and why IDTI should benefit from the relationship with IBM. Within the next few years you will see more than game machine systems on a chip - even most of the circuit guts of an entire "internet device" capable of running WIN Ce, Java or even a scalled version of WIN NT 5.0 (it's supposed to be scallable down to small systems if you believe the early info about it). Merced is targeted, at least for the next three years, toward high-end servers, workstations and mini to mainframe capable systems environments. The early versions will be able to run X86 programs about as well as current Pentium systems but probably no better. Intel has given some indication that they will drop X86 copability in a few years. WIN NT 5.0, and a few flavors of Unix along with development tools are now or will soon be made available for it. That said, it will be five to ten years before Merced will have much impact on the desktop, if it ever does. But it will be a very big thing for Intel and the computer industry.