Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

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

To: I. N. Vester who wrote (5764)	1/16/1998 7:19:00 AM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

My gut feeling, or what's left of it after all the ulcers, is that Len is going on CNBC to do a preplug for CL. He'll probably say something about the C6 and the general business, ala the IDTI core business turnaround as mentioned previously in an earlier post, but my suspicion is that CL and it's implications will be high on the priority list of what he will be talking about.

To: I. N. Vester who wrote (5764)	1/16/1998 9:31:00 AM
From: Don Yeager	Respond to of 11555

To all, see 9:20 entry under Today's Headlines at www2.dbc.com

To: I. N. Vester who wrote (5764)	1/16/1998 10:25:00 PM
From: srvhap	Read Replies (1) \| Respond to of 11555

<<Len Penham on CNBC>> I caught it and was pleasantly surprised by Len's performance. He seemed quite confident and I thought he did a good job of explaining how the company had reinvented itself thru diversification. Mark Haines acted stupid - Len explained what IDT does and Haines acted like an MPU was some add on to a PC. I felt like Haines was trying to get Len to say that "oh we are a little company that competes head to head with Intel". Len said that they were now entering into a 27B dollar market and that the future was extremely bright. Haines asked why there R&D spending had dropped and Len said the reason was that they had been spending for the past 2 years and NOW they were BEGINNING to reap the benefits. The final seconds of the interview Haines tried to make it seem that there were some problems (funny business) with the accounting, re balance sheet. I felt that Len did a good job, and I feel very comfortable today holding IDT stock.