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

To: Harold Engstrom who wrote (6906)	2/19/1998 9:40:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

You are right, IDTI is in a period of transition and upward sales and earnings. Analysts try to judge where this momentum will go based on historical information and company guidance for what is expected in ramps, new product introductions, tax rates, overhead expense trends, etc. It's still very much a guessing game when the company is going thru so many changes in product mix. We've already seen how Lehman has quickly revised their outlook twice in the last few weeks alone. At some point though, positive surprises will be what the market expects.

To: Harold Engstrom who wrote (6906)	2/20/1998 9:31:00 AM
From: country boy	Read Replies (1) \| Respond to of 11555

Harold: You make an excellent point on the difficulty in pricing this stock. I have a hard time myself; it's exceeded all my shortterm expectations---so far. Still, like Rob suggested, I sold yesterday at 16 3/8 after getting back in at 15 1/4 (after selling at 14 3/4 and 13 1/2 as well) I keep selling and it keeps going up. This has been one rally---the only rally----in IDTI where I would have been better off to just hold. Making money none the less.... Can we keep on going like this? I don't think so. looking to get back in, country boy