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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (7332)	11/7/2000 10:53:40 AM
From: Bruce A. Thompson	Read Replies (1) \| Respond to of 30051

I agree, Let's hope Zeev and all the other buyers are all at the polls. Should make for an interesting afternoon. Exit polls should be comming in by 2:00 pm. BT

To: Bosco who wrote (7332)	11/7/2000 12:16:54 PM
From: JDN	Read Replies (1) \| Respond to of 30051

Dear Bosco: OK, heres a SEMI tip for you (you know what tips are worth-gg). Anyhow, IDTI is down substantially as a result of IMHO misread of the inventory comment on CSCO. IDTI is due to have a mid quarter open to the public conference call on 11/13. I suspect on that call we will learn that IDTI is going to do brilliantly. My understanding is that most of their customers are on back order and that business is very good. IDTI has a relatively very low PE so on all fronts it looks like it very well may be good for a nice jump from todays levels around 11/13 if not sooner. Just my guess though. JDN