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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 (9501)	9/1/1998 12:39:00 AM
From: Donald B. Fuller	Read Replies (1) \| Respond to of 11555

Hi Rob, Here is some IDTI post-mortem talk ... Selling to neutralize huge earlier year capital gains (in other companies - not this howwwler). My gigantic shrinking IDTI position would fill that bill nicely. Do you see a dead cat bounce coming? Do you think they'll be higher in 31 days? Looking for a little TA - short term witchcraft chartist forecasting voodoo here. Others chime in too. Maybe FUGAZI will buy my shares. Hey FUGAZI- wanna buy a nice little semi company? I heard they just picked up a nice endorsement by MM. He said Fusion RAM was going to be a big deal (about 2 years ago). Don

To: Rob S. who wrote (9501)	9/1/1998 9:01:00 AM
From: Samuel R Orr	Read Replies (2) \| Respond to of 11555

Rob, That's a good way to look at it, but the irrational exuberance segment may be worth another two thousand DOW points. Your prior post about nibbling on options makes sense for those sufficiently astute to do it well. This morning's futures are up, and so much of this market is expectation and perception that a buying swell of optimism may sweep through today. The technology sector, in particular, contains some great values. Altera and Dallas Semiconductor, among the non-memory semiconductor companies, and even LSI have caught my attention at today's prices. Maybe we'll get some panic buying today from those afraid of being left behind. Regards, Sam