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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 (10163)	3/30/1999 6:47:00 PM
From: Terry D.	Read Replies (1) \| Respond to of 11555

Dave, the next biggie will be altavista when compaq spins it off. microsoft and compaq backing it. Lehman brothers the MM. wish I had gotten priceline ipo. geesh, up 54 bucks to 70 something.

To: David Tesorero who wrote (10163)	3/30/1999 10:09:00 PM
From: Stefan	Respond to of 11555

Dave AOL may double or triple you may call another x10 at that. Why not when the stock price is detached from reality. If AOL would trade at $1000 this would give it a valuation of $1 trillion assuming there is no dilution. Do you know how much is $1 trillion? If we assume there is 250 millions Americans then each of them would have to pay $4000 to buy out AOL at $1000 a share. We are in a dream land and riding on the clouds is the latest fad.

To: David Tesorero who wrote (10163)	3/31/1999 12:03:00 PM
From: Samuel R Orr	Read Replies (2) \| Respond to of 11555

Good Lord David, You are trying to get a second meal from me before you eat the first! Nevertheless, I'll take that bet. Even Lennie Perham, who once worked for me when he was a young(and excellent) engineer at Honeywell, can't prevent IDTI from doubling once before AOL doubles twice. Kind Providence couldn't allow me to lose like a mongrel dog again, could it? This summer, I'll elaborate on why I've considered myself an investor buying small and mid cap stocks, and why I deem those who buy(and immediately sell) large caps such as AOL, Amazon.com, Yahoo, E Bay, and even old familiars like IBM, Lucent, and Intel, to really be traders. Their philosophy seems to be to find the trend of a moving wave, instantaneously sample it, buy, monitor the wave, and immediately sell if a cusp or inflection point occurs. Someday, though, there may be trouble when they all try to get through the exit gate at the same time. Today's electronic sampling techniques are equal to the sampling task, and in an eight year bull market, monotonically rising stocks permit such a scheme to work well, indeed. However, if a flat trend ever develops, and the only signal they monitor is noise, kiss those profits goodbye. There have been single decades in which the DOW did not rise at all. The only admission I'm willing to make for all the world to read is that your technique works and mine doesn't. Who cares about a little thing like that! Didn't someone once say, "I'd rather be right than president." Take care of yourself up there, and I have great expectations of at least winning one bet. If not, LSI Logic is doing well today, and I've got enough of it to pay for lunch. Sam

To: David Tesorero who wrote (10163)	8/11/1999 9:29:00 AM
From: Samuel R Orr	Read Replies (1) \| Respond to of 11555

David, If you're still watching this spread, I owe you one banquet dinner for a big Mac and Pepsi from our Dell/IDTI bet, but you owe me another from our second bet of AOl quadrupling before IDTI doubled. Your 10162 message made that offer. Why don't we just call it even, and I'll buy you a steak dinner at the spot of your choice when I get to the DC area. We can discuss old times and stock picking theories. I hope you were either sufficiently nimble to get rid of, or are holding AOL stock for the long pull. It was pretty richly priced. I haven't made a nickel on IDTI yet, either, but it is getting very close. Best of luck up there, and stay well. Cheers, Sam