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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 (6369)	2/10/1998 2:17:00 PM
From: Xianming Liu	Respond to of 11555

It looks like Leonard and Brain's show is having some effects on the stock price. Considering that IDTI's insiders have put about $8 million of their own money into the stock, IDTI's management must be very confident about the C6/C6+ chip. The short-term question is whether soon there will be upward earning revisions or/and upgrades.

To: Rob S. who wrote (6369)	2/10/1998 2:18:00 PM
From: Harold Engstrom	Respond to of 11555

I think some of IDT's recent innovations just demand a wait-and-see approach. My feeling is that we will be pleasantly surprised and the analysts will be doubly surprised. CL will be very big and so will C6. In addition, the company's excellent foresight in positioning themselves in the growing communications sector will pay off big time. The most overlooked part of the CNBC interview last month was LP's note to the interviewers that IDT had just repositioned itself in a market that was 10-15X greater than their previous market. H