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Technology Stocks : IDTI - an IC Play on Growth Markets
IDTI 48.990.0%Mar 29 5:00 PM EST

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To: Stu E. who wrote (10643)12/27/1999 1:40:00 AM
From: musea  Read Replies (2) of 11555
 
Stu,

I am not quite suggesting what you said. I am trying to understand whether IDTI is a hold or a sell. It has done very well for me, and I am worried about it because it has so far outstripped the rest of the industry this past 12 months. It's a question I ask of all my stocks at least every quarter and especially at the end of the year.

The picture I have been able to put together doesn't seem to support further growth above and beyond the industry at large. My question is whether I'm missing something important.

Thanks.

-musea
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