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


To: Donald B. Fuller who wrote (4672)11/8/1997 1:47:00 AM
From: flickerful  Respond to of 11555
 
donald...

i apologize for my curt and inappropriate
response. without boring you with detail,
you were in harm's way.

i understand your point.<< In
fact, I just keep loading on more shares. FWIW, I think IDTI is the story of 1998. If
they just execute their ramp up better than AMD, the IDTI story will be awesome.
You might say I'm betting on it.>>

i am a long term investor as well, and i agree with your outlook.
perhaps, i feel IDT is saddled with greater expectations than others;
when i see the apparent mismanagement in an AMD, and further watch
its ill conceived reward for disappointing, i am frankly disgusted
by what i feel is openly preferential treatment.

i did misread the tenor of your post; thank you for
your patient explanation.

regards,
randy



To: Donald B. Fuller who wrote (4672)11/8/1997 8:47:00 AM
From: OldAIMGuy  Respond to of 11555
 
Hi Don, My bets are placed as well. Good old Peter Lynch always suggested that 10X was better than 2X, but it might take more than the next 15 trading days to realize! I've not owned IDTI very long, only about a year, but I've collected a bit of rent on it already. That helps me to keep my long term perspective.

Best regards, Tom