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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (8239)	9/13/1999 5:17:00 PM
From: jeffbas	Read Replies (1) \| Respond to of 78816

Armin, I am not recommending COO. It's a hold. I was just updating any holders here, as it has been mentioned in the past.

To: Madharry who wrote (8239)	9/14/1999 3:44:00 PM
From: Pendretti	Read Replies (1) \| Respond to of 78816

IDTC, I think I forgot to publish my message yesterday. I wrote a piece about IDTC. If you value the core business at USD 10 (which is very conservative because CIBC Oppenheimer values the core business at USD 15). That leaves about USD 14 for the value of the NTOP stake. If there was no price mismatch NTOP should be trading at about USD 18, it is now trading at USD 65, talking about a price mismatch. One of the brokers I talk to saw the CEO on TV lately, at that time he was not making such a good impression, but in the end of the interview he said, investors will one day realize that NTOP is for real (today's news was also great) and then they will realize that we have a 58% stake in that company. If I were the management of IDTC I would be thinking about the fact that the 58% stake in NTOP is worth far more than their own business. Why not lower your stake and bring the rest to the market in a secondary. If the price is right (let's say USD 60) IDTC stock will take off. Now I think the stocks appreciation will be limited to what NTOP does. If this stock goes back to 80 IDTC could go back to 29-30 level. If there comes speculation about selling the stake the stock will fly. Just my opinion, I bought in today for myself. Regards, Rene.