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

To: Rob S. who wrote (8749)	6/5/1998 7:09:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 11555

Rob thanks for the good news.Really the thing they did wrong on the C6 was the production ramp and the actual cpu design was very well recieved so this should bode well for the C6-2 along with the IBM mfg deal.....It is just such a fast moving market with intel and amd hammering away at each other. Charlie is back in the rah rah camp Tuna

To: Rob S. who wrote (8749)	6/5/1998 7:26:00 PM
From: Xianming Liu	Read Replies (3) \| Respond to of 11555

Rob: Currently the entry level X86 CPU is 233 to 266 MHz (more likely 266 MHz). The next Q (i.e. September), it seems reasonable to assume that the entry level CPU will be 266-300 MHz. And by December Q, it will likely move to 300 - 333 MHz. Now let's take a look at IDTI's volume production schedule. Assuming they execute flawless (not very likely), the volume production of 240-266 Mhz Winchip 2 begins in late August and September and 300 Mhz comes out by the end of the year. It seems to me under the optimal conditions, IDTI is still a bit late in the CPU game.