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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 (5664)1/13/1998 9:22:00 PM
From: I. N. Vester  Read Replies (1) of 11555
 
Rob, where are you getting Clear Logic info?

Specifically how do you know about their
Jan 19th announcement and what info do
you have concerning specific content for
Jan 19th?

Is this their quarterly report or
have they actually stated that they
will definitely be talking product
line availability? We've waited
again to hear solid info about C6
contracts, sales etc. I'd really like
to hope this will not be more of the
same disappointment. I do know that
Dan Wolenchuck was really pounding the
table about IDTI in late December,
talking of impending big develpoments
which i assumed to be Clear Logic.

I hope they are better at inspirational
guidance to the street than idti itself.
I can hardly wait for another understated
and underwhelming call from idti.

I must admit to holding a good size option
position and really looking for that idti
price re-adjustment back to $13-$14 that
I've been waiting for since October. It
could be a very easy move, but I've been
telling myself that for 3 months now!

Nice move so far up from the bottom but
hard to tell if there is going to be much
more gas before Feb 20.

I'm optimistic but also expect that familiar
feeling of the IDTI rug being pulled out from
underneath me just when it started looking
great.
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