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

To: To_A_Million who wrote (6066)	1/26/1998 10:49:00 AM
From: OldAIMGuy	Respond to of 11555

Hi S. I've owned my IDTI shares since 8/96 when I bought into it at $9.50. The price is up about 26% right now, but with some reasonable inventory management, I've managed to increase my position by 30% and have an indicated profit of 42%. My account is also fully invested, meaning that there's no surplus cash reserve available if the price dips again. I'll start rebuilding my cash reserve above $13 by selling off some of the inventory. Since 8/96, I've made 15 such inventory adjustments, nine of which have been buys while the remainder were sells. So, while the stock has been treading water, I've been able to profitably manage the total inventory. Long term goals are to own the stock as long as it looks like they are in the doubling mode on Sales and Book Value looking three to five years into the future. In other words, I could own this stock a long time! Best regards, Tom

To: To_A_Million who wrote (6066)	1/26/1998 10:53:00 AM
From: Steve Lewis	Read Replies (2) \| Respond to of 11555

I have been in IDTI long since Feb & summer 1996 and again in 1997. The reason I will likely stay in for a while is the fear that leaving too early with be like the generals fighting the last war: Since 9/95 the stock gone down and up in it's attempt to bottom and start up again. This is part of a larger down and up Semi cycle which should last from 1995 to 1999. NOW I realize that the trading range could have been played nicely, but that may not be the right move in early 1998 into 1999, especially after the April quarter. I would hate to get out at 16 and watch this thing go to 30. The biggest impact to IDTI besides their own business execution is the possibility of an Intel "showstopping, story stopping" event. Not likely right away IMHO.

To: To_A_Million who wrote (6066)	1/26/1998 3:59:00 PM
From: I. N. Vester	Read Replies (1) \| Respond to of 11555

IDTI hold 'em or trade 'em? I hope the long term holders will get ample rewards and it does seem likely that eventually you'll get a great return, now more than ever. For me idti tried my patience too d*** much with the elevator action. It drove me into option trading. Unfortunately my timing was very bad - i sold my shares and bought options in late sept, and being new to the options game, failed to get out in the short window of opportunity at 13. So i lost my shirt and pants too! But i had some equity left to put back into options at 9-10 range, so now at least I've got my pants back on. Still think that the whole tech sector is really fertile ground for trading. IDTI is not alone is holding fire sales several times a year. Volitility can be your friend! If you can hold thru it all without getting p'd off, then IDTI may yet shower you with riches that way too. May your (cpu) cycles not be wasted!