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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: johnny boy who wrote (10080)2/8/1999 1:02:00 PM
From: OldAIMGuy  Read Replies (1) of 11555
 
Hi JB, I whittled down the size of my IDTI holding on the way up to $9-1/4, so I don't feel as dumb as I might! :-) I'm profitable on the holding, but am getting bored. It's a common reason for me to sell stuff.

Can't think of a good reason to open a new position right now. Only possibility would be that the industry is ripe for consolidation. I'm not sure there's much premium to be gained from that possibility, however.

Still in VLSI and VTSS in the world of semi's.

Best regards, Tom
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