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Technology Stocks : IDTI - an IC Play on Growth Markets -- Ignore unavailable to you. Want to Upgrade?

To: OldAIMGuy who wrote (10476)	8/13/1999 2:36:00 PM
From: David Bogdanoff	Read Replies (1) \| Respond to of 11555

TV; I think you want it all; profit from random price fluctuation and profit from timing based on fundamentals. Trouble is, unless you maitain a seperate portfolio for each strategy, the strategies basically conflict with each other. I recall that you had a profit in IDTI when I had a loss; finally I'm in the black but I wouldn't be surprised if your risk-adjusted performance is still better than mine. Keep the faith. David

To: OldAIMGuy who wrote (10476)	8/13/1999 10:40:00 PM
From: Joseph E. Caiazzo	Read Replies (1) \| Respond to of 11555

Hi Tom: I was phasing out of this one too but only unloaded 4K between 5 & 6 when it started to move. Have held on for the joy ride with the remaining 2K, but my basis on these is 13 and so far the gains haven't off-set the losses. Could you do some technical analysis on this puppy? I have no valuation data or technical data to determine why it is running the way it is. Hell, I don't even know the P/E right now. Does anyone have access to the data published by the analyst who recently upgraded the stock to "buy"? All help appreciated.