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To: nigel bates who wrote (14589)	7/1/1998 1:24:00 AM
From: Andrew Vance	Respond to of 17305

AV--To each his own and I do respect your comments. I see more to the IDTI story than the WinChip since this is a re-engineered company. However, in the realm of the WinChip, IDTI distinguishes itself for having the smallest die area and having a highly manufacturable process with the least amount of steps for their microprocessor. This should make them extremely cost effective as the price of these chips fall. I also think they have the best chance amongst the players (NSM and AMD) to take a profitable chunk of INTC's markeshare. BTW-It wouldn't taker much of a bite (10%) of the processor market to make IDTI extremely successful. INTC wouldn't even skip a heart beat of it.<GGG> ARMHY-excellent stock with an excellent business model. In today's IC market and economy, the fabless scenario is a winner. As long as there is over capacity (underutilization) for the existing IC industry, ARMHY is in the driver's seat for pricing and availability at their foundries. Their model is perfect for the present times and market conditions. However, when the capacity tightens up again, they should re-evaluate their model and/or make provisions for lower margins if their foundries jack up the prices for running their wafers. This is a feast/famine cycle that occurs with the ebbs and tides of IC manufacturing capacity. It is a fact of life even as measures are put in place to try to normalize, equalize, or minimize these financials aspects of the supply/demand economics. Andrew