Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David Tesorero who wrote (9227)	7/22/1998 8:02:00 AM
From: Samuel R Orr	Read Replies (1) \| Respond to of 11555

David, I'm here watching your DELL ascend skyward(except yesterday's five dollar drop). You may be sympathetic to find that with my judgment, my finances won't withstand doubling an already risky bet. The single Pepsi and Big Mac wager will have to play out its fate. I have jotted on a faded piece of paper the terms of our original bet: DELL must reach $169 before IDTI attains $ 15&5/16. So far, I have to admit you're way ahead on the journey, but the parable of the hare and the tortise comes to mind. DELL is sprinting ahead, while IDTI continues to drag that anvil behind it. I still like IDTI's diversified product line, but it won't count too much until the industry-wide semiconductor slowdown is over. The WinChip2 is a longshot that might or might not pull it to the finish line sooner. Good luck out there, and we'll have to discuss settlement terms when things get close. I just looked at Lucent's earnings, which turned out to be a magnificent 32 cents. The analysts were looking for 27 cents. For the life of me, I don't know how prospective annual earnings of $1.50 can propel staid old Western Electric to its present price of $102. It will probably jump six bucks today. Realists such as myself cringe when those things happen. The disconnect from reality worries me. DELL is far better than that. See if you can find another stiff to double your bet. Sam

To: David Tesorero who wrote (9227)	8/13/1998 11:15:00 AM
From: Samuel R Orr	Read Replies (2) \| Respond to of 11555

David, I just returned from a week's SCUBA diving with my sons in Roatan, a small island off Honduras. There was no TV, no radio, a malfunctioning PC, and nothing else but coral reefs mattered. Some fellow got lonely and called home, then reported the DOW had sunk 269 points that day. I was deeper underwater, metaphorically, than the DOW, so focused my attention on French and Queen angelfish and brilliantly colored parrotfish. Surprisingly, though the DOW was down, the technology sector made some neat gains and my meager holdings were up for the week. I tried to save enough to buy that Big Mac and pepsi if DELL goes wild, and am always sufficiently hungry to consume them if IDTI catches some analyst's eye. My guess is we'll both have to be patient a while until I figure out how to control several little factors such as the Japanese yen's value, the confidence crisis in Russia, eight toothless little Asian tigers, and whatever version of the truth Bill Clinton decides to reveal next Monday. To that effect, I'm now dealing with what I was recently able to pick up on Caribbean voodoo, as well as earlier documentation I have about Shakespeare's three witches in Macbeth. Empirical scientists are always ready to try anything! This thread has been peaceful lately, and I'm willing to combine forces with other warlocks to juice things up a bit. Good luck with DELL, and say a few kind words about the sub-thousand dollar PC. Sam

To: David Tesorero who wrote (9227)	8/19/1998 9:47:00 AM
From: Samuel R Orr	Read Replies (1) \| Respond to of 11555

David, DELL had another eye-popping quarter, and I'll soon have to double their published stock value as it approaches $169 for that Pepsi and Big Mac. DELL earned half a buck, and if they do that four times, will earn $2.00 for the year. As soon as their PE ratio reaches 84.5, I and some others will lose our bet and you go off your diet. In today's market climate that disdains fundamentals, it may be possible. As for IDTI, this thread has been awfully quiet lately. Perhaps it's time to state my primary investment goal is entertainment, not making money. Now that our little Oval Office vignette has concluded with Mr. Clinton's heartfelt admission he'd indulged in inappropriate behavior, it's time we pulled good cheer from all this gloom. IDTI rose more than half a dollar yesterday: where's the celebration? From the famous line in Animal House, "When the going gets tough, the tough get going!" Anyone else with similar platitudes? Sam