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Strategies & Market Trends : Steve's Channelling Thread

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To: Bosco who wrote (7332)	11/7/2000 12:16:54 PM
From: JDN	Read Replies (1) of 30051

Dear Bosco: OK, heres a SEMI tip for you (you know what tips are worth-gg). Anyhow, IDTI is down substantially as a result of IMHO misread of the inventory comment on CSCO. IDTI is due to have a mid quarter open to the public conference call on 11/13. I suspect on that call we will learn that IDTI is going to do brilliantly. My understanding is that most of their customers are on back order and that business is very good. IDTI has a relatively very low PE so on all fronts it looks like it very well may be good for a nice jump from todays levels around 11/13 if not sooner. Just my guess though. JDN

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