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

To: Rob S. who wrote (8740)	6/5/1998 12:28:00 PM
From: Xianming Liu	Read Replies (2) \| Respond to of 11555

Rob: <<I can't resist. I'll take the IDTI v. Dell Pepsi Challenge - my bet is that IDTI doubles before Dell.>> Don't you think the betting is not fair to Dell ? Come on, IDTI has just lost half of its value in last 2 months, while Dell has not lost much. A double of IDTI based on today's price is about $16 for IDTI, which I reached in Feb. While a double of DELL's prices would put DELL way above its uncharted price.

To: Rob S. who wrote (8740)	6/5/1998 12:31:00 PM
From: Charlie Tuna	Read Replies (2) \| Respond to of 11555

DELL or IDTI ok....gee how about neither for a long long time. If i shorted stocks DELL would be right around the top of the list....why??? only because it is way overvalued this is not and intel or msft all they do is assemble components and they do this quite well but guess what you cannot patent being a well run business and with the intel only inside gamble along with some major price erosion and a HUGE runup in stock price well if I owned it I would sell it. IDTI could hit 15 again on speculation in a short period of time...I guess DELL could double on spec as well but it has allready been speculated to death.So if I was betting i would go with idti..... I BOUGHT a chunk of idti today at 7 17/32 and will hold it for a trade only....unless the C6-2 actually gets pickup by a real customer or some other wonderful event occurs. Charlie bought Tuna