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

To: James Luk who wrote (8426)	5/19/1998 5:24:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

This is NSM/Cyrix product - 6X86s. There will almost certainly be a price war by the end of the year as AMD, NSM, IDT and INTC ramp production. IDTI is still sucking hind tit - not yet up to speed in ramping production or speed grades. Investors should not be surprised by this - it's been on this thread for months. The single most important question is how fast is IDTI able to ramp production and how high are the yields. If volumes are large and yields are high, they can afford to meet or undercut their competitors and still turn a profit. If they fail to ramp production rapidly beyond the current slow pace or yields are bellow 65%, then you can kiss the chances for profits goodbye - regardless of the competitive pricing situation.