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

To: Phaedrus who wrote (9716)	10/7/1998 10:47:00 PM
From: Rob S.	Read Replies (3) \| Respond to of 11555

It is very interesting if you look back a few months ago when the stock was at 16. I thought that it was too high at the time but almost got run off the thread by some rah-rah momentum players for suggesting that it wasn't likely to go up more. I never thought the stock would trade for 5 but never thought that IDT could miss the execution on the C6 family by such a wide margin. Things will improve - probably a whole lot - but I still can't recommend the stock to anyone but the most thick skinned until the company starts delivering at least 75% of what they promise. I think IDTI will lag many other semis by at least 3-6 months.