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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: Medisco who wrote (8024)4/24/1998 5:05:00 PM
From: Rob S.  Read Replies (1) of 11555
 
The CC was just this week and Len and Brian were drilled by the analysts - if they had something eminent up their sleeves I think they would have mentioned something about it then. The analysts typically tract 20 to 40 firms (or more) each, are often unseasoned ivy leaguers, and often don't have a very good handle on what's going on except by virtue of the consensus opinions they pick up from the more savvy pro analysts. I don't know who or what you are referring to at SB, but if they think that the outlook on sales and earnings hasn't changed, I'd love to see what book they were reading from during the CC.
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