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

To: Charlie Tuna who wrote (10093)	2/15/1999 7:30:00 AM
From: Taro	Respond to of 11555

great, Charlie! You hit it all right on. The very day the resignation of Len and his troops is announced, the stock will indeed take a serious jump towards the 30! Forget all the subtleties, this is what it has come down to. Until then...

To: Charlie Tuna who wrote (10093)	2/15/1999 11:11:00 AM
From: kane	Read Replies (2) \| Respond to of 11555

> Now IDTI is going back to 5 or maybe even lower You can correct me if I'm wrong but I think you called it when IDT hit 4. This time however I think you have the direction wrong. The semi market is going to be in upswing in the next few quarters. With any sort of reasonable upswing, IDT will be back in the black after all the cost cutting measures that they introduced. Are you telling me that a profitable IDT is only worth $5?

To: Charlie Tuna who wrote (10093)	2/15/1999 7:38:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

<In all fairness they have been a victim of the war between Intel and AMD.> Yes, but a junior high school student with an interest in electronics would have known that the market would become competitive. Remember the threads discussions about a year ago?: huge capacity was slated to go on-line over the next few quarters that would increase uP industry capacity to about 1.25x to 1.5X the expected demand. That means a price and turf war was sure to develop. Since IDT tried to become a player in this market they have failed to catch up with either the performance curve or the production ramp. A year later what has changed? If IDTI comes out with long overdue parts at 400 Mhz they will be late to market by the time they are able to ramp up to high volume and make a significant profit. I have taken a wait and see attitude toward IDTI - if they start to show consistent results then maybe they can be trusted to continue to follow through. But these stinkers have been consistent alright - consistently playing catch up.

To: Charlie Tuna who wrote (10093)	2/15/1999 7:46:00 PM
From: Rob S.	Read Replies (2) \| Respond to of 11555

Remember the discussions about "systems on a chip" integration? I thought at the time IDT inked the agreement with IBM that because of their in-house graphics processor effort (defunct) and their high speed memories technologies that they could develop a systems on a chip part. Henry even laid out an architecture for such a development. IF IDT had been able to catch the window of opportunity with the WINChip and ramp up rapidly, they might have been able to fund multiple design efforts that would lead to an integrated chip. Now Intel has said that they have been working on a new chip architecture that will incorporate a graphics processor and on-chip cache. National/Cyrix is expected to come out with their SOC sometime this year and AMD probably has something in the works as well. The market will evolve to even more complex and integrated designs over the next few years. Bottom line is that IDT needs to get into gear or they may as well shut down the WINChip effort.