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

To: Dale Stempson who wrote (9643)	9/25/1998 9:01:00 PM
From: Rob S.	Respond to of 11555

Its too bad that Glen Henry wasn't able to use his ties with IBM to cement a better deal for IDTI. IDTI probably does not find it cost effective at this point to manufacture near obsolete parts at IBM. If they ever get up to speed with current X86 designs, maybe the IBM relationship will flourish. For a while still it will be wait and see - can IDTI execute?

To: Dale Stempson who wrote (9643)	9/25/1998 9:40:00 PM
From: Charlie Tuna	Respond to of 11555

Dale uno mas ... In the Austin American: austin360.com:80/biz/09sept/24/24intel.htm Intel is opening a cpu design center in Austin Tx. ...well this is where centaur is and it also looks like intel is grabbing some highly specialized cpu desgi brains and taking them off the market.These guys worked for MOto and Ibm on the PowerPc and it was a pretty BIG Success design wise this is the cpu used in MACs and IBM Unix workstations. Charlie

To: Dale Stempson who wrote (9643)	9/29/1998 2:13:00 PM
From: stevebro	Read Replies (1) \| Respond to of 11555

interesting article ibm has always maintained an active 2nd computer line in out-of-u.s. markets, until now using cyrix chips-their ability to do this in house ends at year end. this out of u.s. line has been a big seller to date, to continue this they will need to ramp internal production of another line, or go to more expensive outsized intel chips lets spread more rumors ps-their investor relations guy last week said that idti hasn't yet received from ibm ANY chips good enuf to ship for sampling