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

To: Scumbria who wrote (9097)	7/6/1998 11:25:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Why can't IDT's chips be designed to fit in with the Mendicino chip set if that proves to be a viable way to go? Intel has little choice but to try to decrease the overall cost of the motherboard assembly because they are faced with shrinking margins on the uP - coming down from their lofty levels. IDTI, on the other hand, is a low cost producer that has not already grown fat. NSM has not proven that they can produce SOC parts let alone make any money on them - they are losing more money than IDT's entire revenues. I think SOC is a possible way to go but it adds a greater degree of inflexibility. I care less about what might effect IDTI nine months from now than I do about how they are executing on the more immediate game plan. If that doesn't work out by the end of the year, they might as well hang up their hat for uP markets anyway.