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

To: Hippieslayer who wrote (7080)	3/2/1998 11:08:00 AM
From: Steve Lewis	Read Replies (1) \| Respond to of 11555

My guess is that it is due for a pullback anyway. Maybe the market is interpreting the Friday IBM foundry announcement as a negative for IDTI (as if this is something IDTI lost out on) That doesn't seem to be the case based on past comments on this thread explaining the flexible business options before IDTI. We will have to watch out for a potential ugly April earning report---which I am betting will be just fine. (Supporting the differentiated business plans currently underway)

To: Hippieslayer who wrote (7080)	3/2/1998 11:14:00 AM
From: Harold Engstrom	Read Replies (1) \| Respond to of 11555

Fugazi, please stop being so damn positive. Please return to your bearish and boorish outlooks. Try, "this sucker is going to tank down to 7."

To: Hippieslayer who wrote (7080)	3/2/1998 11:46:00 AM
From: Rob S.	Read Replies (2) \| Respond to of 11555

I think IDTI will hold up above 13. Some negatives that may come into play soon is the pre-announcement earnings warning period is around the corner. IDTI should not be effected much, if at all, by the Asian thing but others in the industry will be. That could weight down investment in the sector. I also get the "feeling" that we are in a lull period for news coming out of IDTI. We got a flurry of news around the earnings announcement of last quarter and I speculate that it may be another 4-6 weeks for that news flow to pick up again. All this may mean a bit less enthusiasm for the stock which isn't good given the amount it has run up - momentum needs to be sustained or the air gets let out. I have been paying closer attention to some good smaller cap stocks that have been dumped or ignored because of the focus and run up in the fortune 500 issues. There are also other, less recognized turn-around stories. There are a lot of great deals out there that are starting to get recognized. IDTI is a great mid-long term holding and I would caution against getting too discouraged by a pull-back.