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Strategies & Market Trends : Value Investing
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To: Bill Zeman who wrote (5948)2/6/1999 6:57:00 PM
From: Paul Senior  Read Replies (2) of 78428
 
Bill, how about posting something on IDTC here? You brought it to my attention: I like it VERY much, and I bought it. IDTC, with a bunch of cash and selling at 1.5x book value and maybe being both a telephony and internet play... this one is a VERY good choice IMO for actual "investors" who would like to broaden their scope of choices to "popular" areas. That cash and that bv, IMO (and I've been wrong many, many times before) provide a margin of safety that offsets, somewhat, the risk in owning such a stock. Paul Senior
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