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

To: Medisco who wrote (8024)	4/24/1998 4:54:00 PM
From: Xianming Liu	Respond to of 11555

Maybe it a good idea to call Brian again and check if there is still a plan for road show. The point that I am making is that you do not do road show unless there is a new story to be told.

To: Medisco who wrote (8024)	4/24/1998 5:05:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 11555

The CC was just this week and Len and Brian were drilled by the analysts - if they had something eminent up their sleeves I think they would have mentioned something about it then. The analysts typically tract 20 to 40 firms (or more) each, are often unseasoned ivy leaguers, and often don't have a very good handle on what's going on except by virtue of the consensus opinions they pick up from the more savvy pro analysts. I don't know who or what you are referring to at SB, but if they think that the outlook on sales and earnings hasn't changed, I'd love to see what book they were reading from during the CC.