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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 (6904)	2/19/1998 8:19:00 PM
From: Hippieslayer	Read Replies (1) \| Respond to of 11555

Rob, Who is XYZ? I put in the ticker symbol and nothing comes up. Seriously, i understand that Feb 25th is when the US might attack Iraq (hey that rhymes!). I'd think that the market would crumble a bit if what i hear is true. I'm very tempted to pull out now because of the pending situation in Iraq. And Rob, thank you for a good opinionated post. I don't know if any of what you wrote will come true, but each situation is plausible. IDT has a lot on their plate. I hope that they can successful digest it all. And hopefully they won't produce as much gas as I do in the process.

To: Rob S. who wrote (6904)	2/19/1998 8:43:00 PM
From: Harold Engstrom	Read Replies (2) \| Respond to of 11555

Rob, that is a good post, except for the first statement, "There is a lot of excitement about IDTI's prospects that are already in the stock." Assuming you mean, "factored into the stock price", I respectfully take issue - I don't think the market has any idea how to price this stock reasonably. I mean how do you price a company in transition from commodity products to cutting-edge higher margin products in bigger markets. And, how do you price a company that is on the leading edge of a surge in earnings? You can't price it reasonably because there is no sure category to place it in and draw comparisons. They have new and older fabs, distribution, R&D, microprocessors, memory products, logic products, FPGA alternatives, and more. What company can you compare them to? Is 16-1/8 a reasonable price? Compared to Cypress it is. Compared to Intel or VLSI or Altera it is not. Rob, your points are excellent. I hope the price continues to appreciate, all by itself or propelled by one or more of the factors that you list.