SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club -- Ignore unavailable to you. Want to Upgrade?


To: Carl R. who wrote (8128)8/26/1999 10:59:00 AM
From: orkrious  Read Replies (1) | Respond to of 15132
 
On the subject of IDTC

Carl, the valuation does not make sense. I own a bunch of IDTC. Once NTOP becomes shortable, the arbs will bring the valuation of IDTC up and NTOP down.

Although I think IDTC is way undervalued, it has had a hell of a run and is due for a rest. Still, if NTOP keeps going, IDTC will follow. IDTC is a very misunderstood company and has a lot going for it besides the value of NTOP.

Jay