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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 (6245)	2/2/1998 2:56:00 AM
From: AJBurl	Read Replies (2) \| Respond to of 11555

No one is asking for you to stop posting your opinions because I, for one, find them most valuable. As I mentioned, you do post very informative posts, yet I was just curious as to your background in order to fully weigh your conclusions. I think most everyone agrees with your analysis if you were looking at IDT in solely a technical point of view, yet it must be noted that TA is usually only useful if fundamentals at a company remain the same. They are not useful if the underlying issue recreates itself because there is no basis of history, similiar to what IDT has done.

To: Rob S. who wrote (6245)	2/2/1998 7:02:00 AM
From: Harold Engstrom	Read Replies (1) \| Respond to of 11555

Rob, I think everyone appreciates your opinions and hopes you continues to post them. I do. Strong bull or strong bear or anywhere in between - all opinions are welcome as long as reasons are stated for their basis. You always give reasoned opinions. Thanks.

To: Rob S. who wrote (6245)	2/2/1998 9:49:00 AM
From: Steve Lewis	Read Replies (1) \| Respond to of 11555

Rob S.-->Keep those opinions flowing. One IDTI area that has been noted but underemphasized is the graphics chip. I have zero inside information, however if they are able to make a "raise the bar" improvement, get some large customers (ie. Apple) then this may continue to help propel them forward. I would be surprised if the stock price just stayed up (& didn't bounce down a bit). However I am probably not interested in getting out at 14-15 myself (temporarily), given the potential new valuation "the street" may give this company. I was also struck by the 3X volume on Friday. If the stock does go down in March into April, we should see a recovery from a good financial report from lower R&D, C6 contribution and firming prices overall. A Seasonal Question--doesn't the tech market generally peak in April/May and then fall back until the summer rally?