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

To: Hippieslayer who wrote (5805)	1/16/1998 10:24:00 PM
From: johnny boy	Respond to of 11555

Fugazi, very well put. I agree 100%. I work in the chip industry and only invest in chip stocks. The "high flyer" syndrome is real and often happens. I'd like to see IDT soar based on growth, expectations, or for whatever reason, even just momentum. If it grows from point A to point C and if the company continues to invest and focus on the right products, and if the management is sound or even gets better, it will only drop back to point B and never see point A again. Then from B it goes back up to C and thru to D and so on (over a period of years). Three steps forward and one back, over and over. If we do this over several cycles, we then have a real winner. I think we've all felt, through our analysis and knowledge, that IDT was getting ready to go from point A to B and maybe C. We all expect point B to be reached this year and point C sooner or later. Once it reaches point B or C we need to see how it handles growth. Can it be sustained and built upon? When the inevitable downturn hits will we see IDT as a company that will be ready for the next three steps forward or will we see it stumble and never get back on its feet? Translation: do we hold or cash out after the first several steps forward? We may have to face this question. Maybe we'll be talking about this come spring or summer? $1B company someday? That will be an achievement. Cypress wants to? Most chip companies never make it. Growth and size brings on new issues but once there and handled growth begins to fuel growth. I'd like to see this company be one of those that reaches and sustains at this level. JB (a former Los Angelino)