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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: Taro who wrote (9965)1/9/1999 12:02:00 PM
From: OldAIMGuy  Read Replies (1) of 11555
 
Hi Taro, No faulting the those that were negative, I just wanted to recover previous gains. There's been some major booboos along the way that IDTI could have avoided and certainly some opportunities that could have been scored upon if management had better focus.

All that said, the company seems to have survived and I'm nicely in the black and still following my business plan. I'm not as sure that IDTI fits my plan any more, but I've salvaged a bad situation and made it positive. Now it's time to consider what to do next.

I sell a few more shares when the price hits $9-1/4. I'll be looking for a place to invest that allows better long term opportunity and then I'll liquidate the IDTI position completely. Until then I'm continuing my incremental selling.

Best regards, Tom
PS: IDTI was a relatively small position for me. Did much better in JBL and VTSS. Overall 1998 wasn't a bad year for me.
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