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

To: Marvin M. Lim who wrote (9686)	10/5/1998 1:07:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

Just great. So IBM isn't quite working out. Now we find out. The guys running this company are a class act.

To: Marvin M. Lim who wrote (9686)	10/5/1998 1:49:00 PM
From: Charlie Tuna	Respond to of 11555

Acer is BIG NEWS for idti.These guys are looking to put x86 everywhere on the cheap and building the WinChip would seem to put idti on the inside track with them...AS Red Fox used to say I think this is the Big ONE. Charlie

To: Marvin M. Lim who wrote (9686)	10/5/1998 5:53:00 PM
From: Samuel R Orr	Read Replies (2) \| Respond to of 11555

Very interesting, and my gut feel is to be concerned about it. I'll admit it might be a way to sell slow, inexpensive microprocessors into today's market, but the profit margins will be slender, indeed. I'm more concerned about Acer's right to build the WinChip2 and sell it on their own. I could be wrong, but getting into an overseas build seems to offer great opportunity to get IDTI's throat slit. What I learned was that Acer is supposed to be receiving .18 micron IBM technology and a lease to use the recently trumpeted copper metal interconnect scheme. Both of them are a bit hard for me to believe. Can anyone either verify or refute the truth of this article? Sam

To: Marvin M. Lim who wrote (9686)	10/6/1998 2:04:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 11555

Big find. The IBM deal has turned into nothing because uPs have come down in price so much. IBM is just too expensive to build cheap processors. IDTI has missed the boat for the cream of the crop but can still make money if they can get their costs low enough. Acer has huge amount sof excess capacity and DRAMS are selling about at cost to manufacture - so doing something with IDT should be attractive. The old question about patent hassles with INTC may be mute or cleared up by the joint patent positions of the two. It still gets down to "can this company deliver" not how many deals they strike. But this would be a step in the right direction. I suggested about 3 1/2 years ago that IDT management should consider doing a joint venture with an Asian fab partner because masive amounts if capacity were scheduled to come on line. Now with IDT still trying to dig out of an over-built situation, it has become a desireable alternative.