SF,
It isn't acting very well, but, FWIW, if you put it in the context of the rest of the tech market in the past two weeks.... it isn't acting all that badly either. High flyer Internet boutiques like SFE, CMGI, MRVC have been hit far worse, if you want to compare what H60 says IDTC wants to be (and I think he is right about this ambition) with stocks that already are perceived in that light. Of course, these others had some pretty amazing moves beforehand, and sky-high valuations. As others have noted, if the T deal had come a few months earlier, IDT at least plausibly would have a better move up, and would, very likely, be correcting more viciously now as well. |
