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

To: Samuel R Orr who wrote (8732)	6/5/1998 9:25:00 AM
From: Hippieslayer	Respond to of 11555

WOuldn't that be something if Dell all of a sudden found out that it had been mistating it's numbers?

To: Samuel R Orr who wrote (8732)	6/5/1998 9:31:00 AM
From: David Tesorero	Read Replies (2) \| Respond to of 11555

Samuel.. Maybe Len is just too nice of a guy. A recent post compared TJ of Cypress to Len of Idt. Len came across as a pussy cat and TJ came across as a tiger. Maybe the perfect mix would be in the middle of the two. By the way...the sub 1000 PC is less than 3% (+/- 1%) of total PC sales. I agree this is changing. You owe me a pepsi when DELL doubles before IDT. Dave....

To: Samuel R Orr who wrote (8732)	6/5/1998 9:42:00 AM
From: Harold Engstrom	Respond to of 11555

Samuel, everyone screws up and we all understand that. In fact, some of us don't even want Len's head on a platter. What we want is for Len's head to explain to us what is going on: what were the plans and how is the company executing against those plans; what are the new plans and why should we believe they will work; what is the state of IDTI physical plant; are any of the sales forcasts that IDTI has revealed still accurate; what is happening with Clear Logic; etc... Len may be an honest person. But, he has given guidance over the past few weeks that can now only be viewed as mistaken or disingenuous.