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

To: Rob S. who wrote (7733)	4/6/1998 2:43:00 PM
From: Harold Engstrom	Respond to of 11555

Well, it does look like IDTI got into the market just before the door shut. ASPs will certainly be under more pressure and the up front costs will be harder for another "IDTI" to recover. Everyday there is more evidence that OEMs and end-users are not stuck on using any one uP. Cyrix, AMD and IDTI clearly are real competitors. It is interesting to see on the AMD and NSM threads that as IDTI ramps up and AMD and NSM see more success the AMD and NSM investors are starting to disparage IDTI as a non-factor. Just last month IDTI was lauded on the same threads as another welcome set of hands tearing down the Intel wall. I guess IDTI has really made it now. I think Rob has something as far as SOC and IDTI are concerned. The far simpler approach that IDTI has taken with the WinChip makes it attractive as the uP core to a SOC. IDTI's core competency support a migration towards the SOC approach. Hopefully, when the time comes, IDTI will have the resources to complete a journey to SOC. But, it is still too early to talk about SOC as a practical matter. NSM and AMD may be poised for the future, but they just barely have the practical problems of the present worked out.

To: Rob S. who wrote (7733)	4/6/1998 3:31:00 PM
From: BigBull	Respond to of 11555

Rob S. I agree with the the thrust of your previous two posts and would add only the following. zdnet.com The rising tide will be way wide open cause Microsoft seems dead serious about pushing Windows CE and building it into a real OS. IMO this means Wintel is much less relevant to the consumer. How's this - "SOC Inside", "MIPS Inside", maybe even "IDT Inside". Whatever the video connect is, it better "do cable." wired.com Btw, I spoke with my broker today (Saloman Smith Barney) . He told told me that their technical analyst is very bullish on IDT + the brokerage has the company rated 1 - 1, which is buy speculative.