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

To: srvhap who wrote (7716)	4/5/1998 12:21:00 AM
From: Rob S.	Read Replies (1) \| Respond to of 11555

I am mid-to-long term very bullish but only recommend to hold at this price for short-term investment. I have had some concerns, as you've probably read, about the altitude of the overall market and declines in pricing for Pentium class chips. However, that won't distract from the longer term outlook for IDT. You can look at Intel's recent moves as more confirmation that IDTI is on the right tract in their product development and roll-out plans. So although the competition is going to be fierce, the market will remain robust and IDTI will be in an excellent position to profit from increased sales. If I was to be pinned down, I'd suggest hedging investments in the semis with some short positions as the market moves up further or holding a bit of cash. I like IDTI as a company. It has the right mix of "underdog" and brilliant creative talent and capabilities to suit me personally. They have great potential and with some continued hard work and a bit of luck, the company will do very well.