Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Charlie Tuna who wrote (9520)	9/3/1998 10:53:00 AM
From: Samuel R Orr	Read Replies (1) \| Respond to of 11555

Interesting, and there is logic to your suggestion. I imagine they would peg the price just slightly below my average cost of IDTI. Nah, it's probably too sensible a thing for IBM to do. How bout if I make an offer of one of my shares of IDTI for one share of IBM? Fair trade! Let's hope IDTI's deal with IBM fares somewhat better than Cyrix'. There is a market for $699 PCs, Glenn Henry is a former IBM fellow, and it would take real financial staying power to buck Intel's monopoly in X86 microprocessors. AMD is finding that out. It's an interesting day in an interesting world of equities, currency rates, and finance. I'm out of my league, and will head for the beach to stumble along and kick seashells. Regards, and keep the ideas flowing. Sam

To: Charlie Tuna who wrote (9520)	9/3/1998 11:05:00 AM
From: Sunny Jim	Read Replies (1) \| Respond to of 11555

Charlie Nice idea, but. The article doesn't even mention IDTI as a possibility and surely the author must know about the fab agreement between IBM and IDTI. They will have a great microprocessor once they apply the IBM copper technology to the Winchip so it would seem like something IBM would like to own. However, I'm like the rest of the folks that bought this stock and dream about a buyout. Keep dreamin. Long IDTI.

To: Charlie Tuna who wrote (9520)	9/5/1998 3:30:00 AM
From: BigBull	Read Replies (2) \| Respond to of 11555

Charlie Tuna: Mea Culpa, Mea Culpa, Mea MAXIMA Culpa Sorry I didn't respond earlier to your post. Is that apology sincere? Only my concubine knows for sure. Probably the reason I didn't respond was that I don't have a clue about IBM's plans and that's the TRUTH! Why anybody would want to get into the Intel clone biz now baffles me. Even Intel can't maintain their once astounding margins. It is my understanding that IBM don't make tons of money on their PC biz, rather they use PC's to sell their other higher margin stuff. They probably don't need Idt's RISC technology either. Apples new box is selling like hotcakes, and guess what, it don't have no stinkin Intel chips. It's being sold as a convergence machine. The PC ain't dead, but it is most definitely MORPHING. Soon all media will be on the web. That market bring silicon into every home in America. The company that figures out the right configuration of convergence silicon SOC owns the future. If you find out who that is, do let me know! Pleeeeeeeaaaase? BTW since I've become convinced of your brilliance, I've stopped buying all Starkist products. Does this make us partners in tin?