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

To: 5,17,37,5,101,... who wrote (8207)	5/5/1998 10:56:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 11555

Going to 0.25 micron for the C6 doesn't gain as much in cost savings as it does for Intel, AMD and Cyrix. That's because the C6 at 0.35 is already only 88 mm. Reducing it to 58 mm using 0.25 gains something but not nearly so much as AMD's shrink of their 120+ mm die size K6 and similar competitor's shrinks. The bigger gains for IDTI will be moving to higher speed grades and even lower power. Remember that one key advantage of the C6 and C6+ are their low power consumption that would work well in portables if IDTI could make enough to interest a big portable OEM. The only thing that really matters for any IC part, doesn't matter if it's glamorous or not (it could monitor flushes in commodes for all I care), is how many you can make, what it costs to make them and can you sell them for a reasonable profit. The X86 market is a huge opportunity but, so far, IDTI has not been up to the task of executing on it's plan to mfg. in volume. What complicates the task is that the labor market for skilled technicians is extremely tight, making it harder to ramp.