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

To: thom who wrote (5835)	1/17/1998 9:08:00 PM
From: Hippieslayer	Respond to of 11555

2-3 years! I'll have no more fingers by then!!!! They'll all be in the possession of my loan shark.

To: thom who wrote (5835)	1/17/1998 10:36:00 PM
From: Schmedley	Respond to of 11555

Hi thom IMHO you're being overly conservative in your assesment of a 20 PE for a "strong growth stock". That figure is more in line with the S&P 500 as a whole. But for a truly "strong growth stock" PE's of 30, 40 and even 50 are not unusual and in some instances growth tech stocks carry multiples that are much,much higher than that.ie, YHOO. So, to re-assess your figures in keeping with a true "high growth" stock, lets assign a PE of, say,35. That would imply that a stock with annual earnings of around .60 with a strong quarterly rate of acceleration, ie, .Q1 .5c, Q2 .12c, Q3 .18 Q4 .25 etc. would be trading at $21 per share or even much more -which in my opinion would be no great hurdle for IDTI. Best Regards Schmedley

To: thom who wrote (5835)	1/18/1998 11:00:00 PM
From: Joseph Stumpf	Read Replies (1) \| Respond to of 11555

I believe it traded as high as 32 to 35 or so in mid 1995 this is considering any stock split... So the trading range is way above $15. I like the fact that insiders at IDTI are buying sizeable amounts of their company stock on the open market as direct purchases! I also like the fact that IDTI is takeing a low profile approach... I also like other things like the technology (chip sector) being in the dumper right now.... I like all the potential new products at IDTI. Good Luck to Everyone; Joe Stumpf