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

To: johnny boy who wrote (10080)	2/7/1999 7:14:00 PM
From: Xianming Liu	Read Replies (1) \| Respond to of 11555

Hello Johnny: If you think that Perham will be ousted in next few months. It probably a good idea to get back in. A dead clock can get it right twice a day. Our beloved CEO Lenny always seems to have difficulty to get it right. Want to have proof ? Look no further than IDTI's financial statements. Perham became the CEO in April of 1991. From April 1 1991 to December 31 1998, the total net income of IDTI is NEGATIVE 114.5 million dollars. During the time, Perham took several million dollars salaries and compensations (including a reduction of his option exercising price in 1996). Where does the money come from ? It's from IDTI's shareholders. If you want to stop the nonsense and incompetent man to waste your money, write to your Board of directors. The income statement of last 7.75 years clearly shows that IDTI has no future as long as Perham is its CEO.

To: johnny boy who wrote (10080)	2/8/1999 1:02:00 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 11555

Hi JB, I whittled down the size of my IDTI holding on the way up to $9-1/4, so I don't feel as dumb as I might! :-) I'm profitable on the holding, but am getting bored. It's a common reason for me to sell stuff. Can't think of a good reason to open a new position right now. Only possibility would be that the industry is ripe for consolidation. I'm not sure there's much premium to be gained from that possibility, however. Still in VLSI and VTSS in the world of semi's. Best regards, Tom