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

To: SemiBull who wrote (10234)	4/27/1999 8:08:00 AM
From: Jim Oravetz	Read Replies (3) \| Respond to of 11555

Thanks for the update. IMHO, the Centaur group had plenty of time to deliver products that IDT could SELL in the PC markets. The initial designs worked just as well as Intels' parts, abet at 20-25% slower speeds. They had power consumption advantages that, for the right customer, would be an advantage. IDT touted that with designs moving to smaller geometries (in their new fab) they would soon capture more market share once the MHZ numbers improved. Well, here we are now. IDT is basically throwing in the towel on Centaur. I'm not sure if the problem, i.e. non-delivery, can be blamed on their designs or the failure of the new fab to scale up production. IMHO, it appears the Centaur could not deliver workable designs. The die reductions in the fab are not simple bring to the copier and reduce by XX %. I'm not sure who they could get as a partner. Certainly, IBM is a posibility, given Glenn Henry's past. I doubt that Centaur has design experience that is better than IBM's. Perham has indicated that they have had talks with several companies. Maybe some pure foundries are interested in having a x86 core to offer to customers? Jim

To: SemiBull who wrote (10234)	4/27/1999 8:07:00 PM
From: FruJu	Respond to of 11555

Perham: The only thing that we've come to grips with is that we're too small to slug it out with these players alone. We need a partner. We've had several people approach us and we've approached a fair number of people. And we're in various stages of conversation. But it's our intention to have a partner going forward in that business so we don't bear the full brunt of it alone. Ouch! Sure sounds like WinChip has been counted out of any IDT comeback stories. I don't know whether to think that's a good or a bad thing. My gut-feeling (given the competition, Intel, AMD, Cyrix etc) is it's good if they can get out without being more severely hurt.