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

To: Samuel R Orr who wrote (8189)	5/4/1998 7:01:00 PM
From: Charlie Tuna	Respond to of 11555

The problem is that the c6 may not even be sellable at the low low low end.With the 233 K6 going for 90 bucks why get a 200 C6 for 67 bucks....the 23 buck delta is a no brainer. Face the reality for suffer the consequences .You can argue how 23 bucks is alot to low end mfgs and to people who are not sophisticated etc.etc.etc. but I aint buying it....take the theories and go down to a few 2nd and 3rd tier shops Shoot even chipsmart is no longer using the C6 in their low end add machines.....that is right they are using the K6 233 in a machine for less than 400 bucks!!! and these guys margins are thinner than .18 circuit path.

To: Samuel R Orr who wrote (8189)	5/5/1998 1:44:00 AM
From: Rob S.	Respond to of 11555

I'm waiting for the head shaking stage to hit. We still have a long way to go 'til this summer when tech stocks usually trend down. IDT's weakness is at a time when the market is still looking good; what if the market tanks? It's cheap if management doesn't change their guidance for '99 earnings, but the tract record makes me nervous for the short-term. Intel is laying the smoke screens, clouding the picture for a while. Can IDTI make the 2.5 to 4 million parts they said? Will the market accept them? Will Intel wrap $50 in marketing coop money around each part in order to monopolistically crush the competition? Lots of unknowns that could change the best-laid plans of IDTI. Intel is starting to offer their Internet acceleration service in competition with at least one other firm I know of. I think they are charging $5 a month to ping your traffic through, using them as a proxy server. Too bad IDTI, AMD and Cyrix don't team up on something like this. They could offer the service free for the first year if the customer has one of their chips inside the box or just give away their configured servers to ISPs - I'm not sure how the details would work. If the three Musketeers got together and bought up Intel's competitor for a few tens of millions, and subsidized the roll out by a few hundred million, they would impact the Internet for a lot of users in a dramatic way, perhaps enough to get the world's attention. Crazy thought but it would be the right gimmick to enthrall the Internet masses. Something like 2x to 5x improvements on graphics intensive down-stream traffic would make a difference. Time for IDTI, AMD and NSM to get their creative grey matter smokin'. Why are these guys all falling into each other's bayonets trying to copy Intel's strategies? Think new thoughts (I copied that phrase ;-).