Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Rob S. who wrote (8007)	4/24/1998 1:50:00 AM
From: Gordon Quickstad	Read Replies (1) \| Respond to of 11555

I really think Intel is whistling in the dark here. They're going to get clobbered eventually with the WinChip. They've been lucky with yield problems with AMD and Cyrix and they quite frankly compete rather well against these guys because they have better yields. WinChip has got to be the one that's really got them worried, in the long run. Because of this, I expect to see Intel make a big announcement of a new platform with backward compatibility and RISC architecture. The Pentium Pro/II already has a RISC core. I expect to see it within the next 6 months. It'll be a lot like the Apple PowerPC RISC offering where they can advertise speed improvements just based on RISC. It'll offer speed increases of 2-3 times in native mode. They'll try to put X86 in the same boat as the legacy ISA. That will be their way to try and leave X86 in the dust and let their competitors slug it out for < $400 systems, while they try to keep their systems at or above $1000. Will it work? It might not find as willing a market as they would hope, if everyone has to buy their software again. But wait, it's backwards compatible... and it has... and... Yep, this X86 stuff is getting to be a real drag for Intel.

To: Rob S. who wrote (8007)	4/24/1998 9:14:00 AM
From: Tom Cannon	Respond to of 11555

I have made a lot of money trading IDTI and so have some of my friends. In December IDTI was obviously underpriced at around 9 1/2. It was a no brainer to buy at that level. Did anyone on this thread not see that? It has moved 40% since then. That's a hell of a good return in just 4 months. It's not underpriced now. So buying now must be a long term committment (12 mos and longer) in the hopes that IDT manages to regain convincing, strong, earnings growth. Anyone who expects the price to go to 16 or higher in the next 6 months is just gambling. Of course if IDTI returns to the $10-$11 range (assuming their business prospects don't change) then buy in. I will.