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

To: Terry D. who wrote (9020)	6/29/1998 7:00:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

The more I think about it, the more I think that IDT, AMD and NSM should pick up the mantra "optimized for the internet". The 3DNow parts offer a significant advantage in graphics performance but that is not what will attract the mainstream business market. And gaming fanatics and graphics artists or cad programmers will get the most performance gain by adding a higher end graphics board and more graphics memory. 3DNow! helps all the cards if the programs run on them are written for MS's new drivers but the improvement won't much apply to the vast majority of programs currently available. A consortium to provide internet optimized PCs and proxy servers to ISPs can be done today. Add to that a cleaner implementation of dual modem capability and the "virtual" bandwidth improvement would be 2x to 8x over current internet connections (depending on content, modem type(s)). And this can be made available at marginal cost to the end user because new modems or phone high-speed lines are not needed. IDT, AMD and NSM will stay in the shadow of Intel unless they get more creative and give people what they want (and what their imaginations will seize on as being "where it's at"). "What the world needs now is bandwidth, bandwidth, bandwidth", (sung to the tune of the 70's hit), "it's the only thing that there's just too little of".