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

To: David Tesorero who wrote (10153)	3/25/1999 7:19:00 PM
From: thom	Read Replies (1) \| Respond to of 11555

In need of enlightenment: Haven't I read that IDTI expects (FY) growth in the neighborhood of 14% as compared to the industry 8% or so? Is there reason to believe this will NOT happen in the upcoming fiscal year? Didn't the company beat the hell out of analysts estimates last quarter when in essence they beat projections (albeit losses) by 50%? Should we not expect this improvement would continue in the current quarter? They aren't making money yet, but, does anyone think they will not make the .40 to .50/share this coming fiscal year, as I have seen projected? This is a serious question.

To: David Tesorero who wrote (10153)	3/26/1999 10:24:00 AM
From: Samuel R Orr	Read Replies (1) \| Respond to of 11555

David, You and Matthew are on for the Big Mac and Pepsi this summer in Virginia Beach. You won it Fair & Square, and I've put the money away in escrow. I have bad news and good for Matthew, though. I AM the navy frogman transformed into a navy SEAL(one of my sons is a physicist teaching at the University of Michigan, the other an economist soon to get his master's at the University of Chicago), but will be happy to take him to the SEAL Team complex and wangle a tour through Team 2, 4, or 8's area. The active duty SEALs have been very obliging of us old-timers, and I'm sure Matthew will find it interesting if he can spare the time. Our UDT/SEAL reunion is always scheduled at Littlecreek's Naval Amphibious Base for the third weekend of July, which would make it the 16th, 17th, and 18th. We can work out details later. Let's hope NATO's sorties into Serbia have been completed by then, the stock market is continuing on its monotonic journey upwards, and that IDTI and DELL have again doubled by July. Well, I guess IDTI would have to triple to mean much! Stay healthy, and I hope Matthew's new sister is getting ready to crawl. Cheers, Sam