Arrow,
I think we would be about 5 years premature if we were to contemplate an exit strategy now. I first bought IDTC based on your recommendation to research it. I should also add however, that your incredibly fantastic track record for spotting undervalued stocks, i.e. IBM, SKYM, DMRK...and more recently PCCG, ODSI and IDTC, were also very influential in my buying decision. The more I researched IDTC the more upside potential I thought I saw. And while some of your other picks, may well be shorter term plays, this one, I believe, is a KEEPER.
BTW, while I urge everyone to do their own research, at one point in my career I developed market strategy for AT&T.
Regards,
Jules |
