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

To: Hippieslayer who wrote (7917)	4/22/1998 12:18:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Dell has created the persona of an all-Intel house that has helped to counter the "dirty little mail-order" thinking. I don't see them using anything other than Intel Inside until absolutely forced to do so. IDTI is in no position to force that change - too limited of product offerings and too little production at this time. Maybe in 18-24 months. Before Dell falls to IDTI, several other 1st and 2nd second tier OEMs are likely to do so first. I like the sound of the IDTI statement: In past announcements and conference calls, Len and Glen (the Winchip brothers?) said that they were not targeting Intel and would not try to become a major player. Rather, IDTI was to be a small niche player. I think IDTI is encouraged by the ease of acceptance of the WinChip and the agreement with IBM. Also, the Justice Department (and trial lawyers) recently got handed a new bat to swing in their investigation of monopolistic practices by Intel: an Alabama appellate judge ruled that intel held such a position in X86 uP technology and production that they could not deny access to Integraph as a means of negotiating patent cross licenses or access. I forgot what they called the legal theory under which this was decided - something like "crucial facility". That's analogous to a section of tract or bridge that is owned by a particular railroad - they can't deny access to competitive railroad companies. Maybe these things, combined with progress in the ramp, have helped to embolden IDTI management to throw some cold water directly in the face of Intel.