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: David Tesorero who wrote (9227)	7/22/1998 8:02:00 AM
From: Samuel R Orr	Read Replies (1) of 11555

David, I'm here watching your DELL ascend skyward(except yesterday's five dollar drop). You may be sympathetic to find that with my judgment, my finances won't withstand doubling an already risky bet. The single Pepsi and Big Mac wager will have to play out its fate. I have jotted on a faded piece of paper the terms of our original bet: DELL must reach $169 before IDTI attains $ 15&5/16. So far, I have to admit you're way ahead on the journey, but the parable of the hare and the tortise comes to mind. DELL is sprinting ahead, while IDTI continues to drag that anvil behind it. I still like IDTI's diversified product line, but it won't count too much until the industry-wide semiconductor slowdown is over. The WinChip2 is a longshot that might or might not pull it to the finish line sooner. Good luck out there, and we'll have to discuss settlement terms when things get close. I just looked at Lucent's earnings, which turned out to be a magnificent 32 cents. The analysts were looking for 27 cents. For the life of me, I don't know how prospective annual earnings of $1.50 can propel staid old Western Electric to its present price of $102. It will probably jump six bucks today. Realists such as myself cringe when those things happen. The disconnect from reality worries me. DELL is far better than that. See if you can find another stiff to double your bet. Sam

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