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: David Tesorero who wrote (8255)	5/7/1998 3:35:00 PM
From: Investor A	Read Replies (2) \| Respond to of 11555

David, NexGen and Cyrix signed fab. contract with IBM. As the result, NexGen and Cyrix failed miserably and had to be merged by others. Maybe, Rob could spend some time to give you good stories later.

To: David Tesorero who wrote (8255)	5/8/1998 12:19:00 AM
From: tom jones	Read Replies (2) \| Respond to of 11555

To David Tesorero and all: Why IBM deal is bad for IDTI. The reason it is bad is also the reason IBM is making the C6+. IDTI has been trying to make the C6 for many months now and can't keep up with the demand. They have the demand and the space so it is the know how that they don't have. IDTI's business is making semiconductors not having someone else make them. If someone makes the C6+, IDTI makes less profit. Check out IDTI's net profit margins for the last 3 years. Do you think it is going to change? The big problem is that management doesn't have the ability to correct it or are cheating the shareholders. David Tesorero: If you need to use the * in your words maybe you shouldn't use them on this board. Tom