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

To: Rob S. who wrote (4864)	11/21/1997 1:57:00 AM
From: Buy Low Sell Hi	Read Replies (1) \| Respond to of 11555

Rob, Yes, IDTI has been a good trading stock, nice gaps. Did pretty well in May, got burned on November calls, but I believe the company is a winner. Let's not forget the recent analyst upgrade, profitability (barely), and the insider buying. Plus that little voice in the back of the head that whispers Microsoft kind of likes 'em. If you look back to last year, Comdex wasn't that significant. Cyrix couldn't even afford to show up last year, and then announced a Media GX win in early '97. Because of this I don't put a lot of stock in the press releases coming out now. With a little time, C6 could surprise us. BLSH

To: Rob S. who wrote (4864)	11/21/1997 2:06:00 PM
From: Michael Massimilla	Read Replies (1) \| Respond to of 11555

I am disappointed too. I made a couple of round trips from 10 to 14 this year, but this time I decided to hold. To make matters worse, I doubled my position at around 12 1/4. With all these positive announcements, I thought the stock would be higher now. The company seems to be following through on its plans and everything is in place for the big move as far as I can see. The market is waiting for the company to deliver results on the bottom line, however. Imagine that.