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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: Rob S. who wrote (4864)11/21/1997 1:57:00 AM
From: Buy Low Sell Hi  Read Replies (1) of 11555
 
Rob,

Yes, IDTI has been a good trading stock, nice gaps. Did pretty well in May, got burned on November calls, but I believe the company is a winner. Let's not forget the recent analyst upgrade, profitability (barely), and the insider buying. Plus that little voice in the back of the head that whispers Microsoft kind of likes 'em.

If you look back to last year, Comdex wasn't that significant. Cyrix couldn't even afford to show up last year, and then announced a Media GX win in early '97. Because of this I don't put a lot of stock in the press releases coming out now. With a little time, C6 could surprise us.

BLSH



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