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: Investor A who wrote (8842)	6/11/1998 12:01:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Excellent find! The more I read about 3DNow! and AMD's and IDTI's new parts, the more it looks like Intel has some serious competition for the high end of the consumer market and public opinion. It's also good to see the die size figures for the WC 2: 96 mm at 0.35 micron and just 58 mm at 0.25 micron. That's about 30% smaller than either AMD's K6 (not K6+) or Cyrix's 6X86 M2. When it moves to 0.25 it will be pad and package limited and will probably cost less to produce the IC than it will cost for the package to contain it. The performance specs look great so far and should look even better when Microsoft comes out with DirectX6 in July. IDTI is tailoring the WC 2 to work with old motherboards as well as new "Super Socket 7" 100 Mhz MBs. This will make the part HOT for upgrading of existing systems. TOM's hardware site shows that performance gains for 3D running on AMD's K6+ and Glint or 3DFX boards is around 50% faster than the same system running P II MMX. Want near ultimate 3D performance? Drop in an $120 IDTI WC 2 and a $120 Glint 100 graphics board. Want the ultimate? Make it a Glint 200. The gamers market isn't huge compared to the biz markets but it should be profitable for IDTI and can lead to a foothold. All we need to know is if IDTI can produce them and ramp the speeds quickly.