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

To: Don Knowlton who wrote (9069)	7/2/1998 2:44:00 PM
From: PuddleGlum	Read Replies (1) \| Respond to of 11555

Don- Thanks for the post. It's really great when employees of the subject company occasionally contribute to the thread. pg

To: Don Knowlton who wrote (9069)	7/2/1998 5:32:00 PM
From: kash johal	Read Replies (1) \| Respond to of 11555

Don, Great to hear from you. My Background in the interests of full disclosure: I have been in the ASIC business since the early days of gate arrays in 1979 after graduating from school. I started a semiconductor company in 1986 called ASIC Technical Solutions and was the majority shareholder, president and CEO. We loved the concept of FPGA's as a prototyping tool and were a beta ACTEL customer in late 80's. We focussed on FPGA to ASIC migration in the 90's. We had no outside funding and grew the business to approx $4M in sales. We sold the business in mid 96 to a company called MicroChip technology based in Chandler Arizona. I am familiar with several of the folks at ClearLogic as I have worked with some of them in the past-and think fairly highly of them. I am starting a new ASIC company called MacroTech Semiconductor which will be open for business in November 98 and you can check it out at www.macrotechsemi.com. MacroTech's focus is not the FPGA2ASIC conversion market but the more general lower end ASIC market up to 500K gates and modest volume which is poorly served by current vendors. My comments on ClearLogic have been based on feedback that I have had from some folks whoc compete with them AND some who are attempting to sell the services (not CL employees however). I would hazard a guess, that I am perhaps better informed than the typical investor about the market in FPGA's, and ASICs in general. Now, perhaps you could respond to the questions that were raised in my e-mail and soem additional questions which investors are evaluating their investment decisions upon. 1. What percentage of the Altera market (in dollar terms) will you be able to convert by mid next year? 2. When will the $20M or so that has been invested by IDTI in CL start paying off in profits. This is key question because some folks believe that CL will be contibuting to profits at IDTI. Regards, Kash