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

To: Hippieslayer who wrote (9517)	9/2/1998 10:50:00 AM
From: Steve Lewis	Respond to of 11555

< Based on the current status of CPu's and the rise of a couple new suitors---http://www.news.com/News/Item/0,4,25960,00.html?st.ne.fd.gif.d--- it is my belief that the window of opportunity for IDT is about 3/4 closed. IF they don't have anything by end of year, IDT will languish for a very long time.> You may be right..however: 1) If there is a lesson in the X86 business is that it is a marathon not a sprint. These others guys are smart but...do they have any other chips designed/business operations, etc. 2) Winchip could benefit from IBM expertise though time is of the essence. IDT has a little more time IMO (mid-1999? to get 3XXMhz+, 400Mhz) 3) Perhaps IDT can get help in future designs (hinted by CEO-Perham recently). The upside in a non-Winchip IDTI is limited though they have other irons in the fire. The bad news is that we will need to see things through well into 1999 IMO. If, as someone recently posted, that the expected "semi cyclical" is different (or over --due to the commodity nature of all chips) then this is not a sector to trifle with. My guess is that the massive world-wide semi over-investment could delay the 1999 potential upcycle but not forever. (Now if the the North Koreans had fired the missles to the south and hit Samsung, etc. .....Mmmmmm)