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

To: 5,17,37,5,101,... who wrote (7994)	4/23/1998 4:47:00 PM
From: Bald Man from Mars	Respond to of 11555

<<Basis: about $12.5. Target: I don't have one, maybe $18.00, $20.00 before end of this year. You may think I'm dreaming but that hardly matters. There was nothing in this earnings report that really changes the fundamental reason for investing in this stock. I defy any of these short term optioneers to come up with one. The stock may languish here for a month or two before ascending again. I won't get turned around; I won't miss the boat. My prediction: IDTI will gradually move higher then go lower or gradually move lower then go higher or it will spike down from here or spike up from here or... Jackson>> Hey, Jackson, I see that you covered all the possible moves ...

To: 5,17,37,5,101,... who wrote (7994)	4/23/1998 5:25:00 PM
From: Phaedrus	Read Replies (1) \| Respond to of 11555

Jackson - I agree w/ you. I'm long at $10 and change and I haven't gotten out yet. The story re: C6 and CL is still intact. I think IDT will do well selling into tier 3 accounts and if they get a tier one, that's gravy. 3 things worry me: 1.) PC unit demand coming to a stand still i.e. complete saturation which people on the thread have speculated about. 2.) Networking really slowing. 3.) Summer tech sell off. I'm not really concerned w/ 3, but the first 2 are making my stomach quiver!!

To: 5,17,37,5,101,... who wrote (7994)	4/23/1998 10:33:00 PM
From: srvhap	Respond to of 11555

<<My prediction: IDTI will gradually move higher then go lower or gradually move lower then go higher or it will spike down from here or spike up from here or... Jackson>> You forgot - it may trend sideways :) My prediction (worth what ever you decide to give it) is that IDTI trades down just a tad again tomorrow (the market makers -- if their smart will attempt as large a decline as possible) then a slow basing between 12 -14. Next, another slow decline come June-Aug like clock work....Tho this year it may fool us. I see the year ending between 14-16.5 (not a great return - but depending on where you bot). Now, if a real good OEM deal is struck this year prediction is out the window. I truly believe that 99 is the year for IDTI and other companies that are positioning for the "new paradigm". FWIW - My feeling is that IDTI is a good hold at this point (if you bot at yesterdays levels, if not sell and watch the tape and look for another entry). Of course this is just my opinion.