IDTI - an IC Play on Growth Markets Message Board

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Technology Stocks : IDTI - an IC Play on Growth Markets

IDTI 48.99

0.0%

Mar 29 5:00 PM EST

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To: Frank Povoski who wrote (4289)	10/18/1997 10:22:00 AM
From: Mason Barge	of 11555

I can't quantify the value of C6/C6+ to IDT's share price, but I can give testimony. I bought because of it, combined with their room for capital expansion to crank up chip production if and when they get a contract. I like the business model and respect management for seeing something clearly that others seem to be missing, as well as having some technical respect for the achievement in the C6+ (as well as prior products -- I was already holding a little). In other words, I can see a clear and rational plan for making money with this product, and the actual preparation to execute the plan in place. Since this persuaded ME to buy, it has at least some value in the stock's price.

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