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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?

To: Bill Zeman who wrote (2270)	2/7/1999 11:00:00 AM
From: Andrew H	Respond to of 52051

Excellent IDTC posts, Bill. I just wanted to emphasize this point you made: >>Internet IPO/Spin-off: Recent excitement in the investing community centers around the emminent IPO/spin off of the internet business. It is doubtful the market has priced this into the stock as of yet, because no one really knows how it will benefit shareholders. All is currently secret according to SEC quiet rules. Company could retain IPO shares as well as gain huge cash pay off for initial sale, and may even issue 1 IPO for every 5 or 3 shares of IDTC in some kind of combination IPO/spin off.<< IMO, this makes IDTC an extremely compelling short term investment. The CEO said in a recent conference call that events that would make the Internet business independent were imminent. There is reason to believe there will be announced this month a spinoff/IPO of the Internet business involving a very well heeled investment partner like Softbank, CBS, etc. Watchers of the company expect the underwriters will be of the Morgan Stanley/Goldman Sachs variety.