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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (8234)9/13/1999 2:47:00 PM
From: Madharry  Read Replies (1) of 78814
 
OT I have increased my position once again in IDTC after it dropped to 21 3/4. I do not know if this will be the end of the decline, but my current assesment is that NTOP is worth at least $30 a share. 57% of that is $17.10 and that interest would probably sell for a premium. At these levels I believe that means the rest of the company is free, and hence I am a buyer at these levels. Also listening to the president Couter.sic. I realized he is personally pissed off at the way his own stock is doing and sounds determined to push for some action to be taken to increase the valuation. so I have decide not to take a chance on the train leaving without me on board.
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