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

To: Jim Oravetz who wrote (9692)	10/6/1998 2:05:00 PM
From: Scumbria	Respond to of 11555

"What we discovered is that instead of integrating just the north bridge, people want higher levels of integration. But I'm (Glenn Henry) not going to say what we're doing right now." Without a fully integrated CPU/graphics/audio solution, IDT can not compete against the Cyrix MediaGX/MXi product line. It is getting pretty late to be starting this effort....... Scumbria

To: Jim Oravetz who wrote (9692)	10/6/1998 2:14:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

Well, here we go again. Now it looks like they are copying Cyrix/NSM in trying to do a "systems on a chip" product. I hope that whatever they do that they execute properly and have cheap manufacturing capacity lined up by the time they are ready to roll. Maybe that will be by the year 2006? 400 Mhz processors should fetch at least $2 by then.