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

To: Samuel R Orr who wrote (10168)	3/31/1999 1:45:00 PM
From: rairden	Read Replies (1) \| Respond to of 11555

Following Sam's footsteps... as a small and mid cap investor not doing very well in this market. Also wondering what will happen to all the traders when the big-cap uptrend dissipates. But demographics may prevail in driving the market upward for another decade. Will our investment strategy ever pay off? I assume it will if these companies can eventually show some positive earnings. I won't break even on IDTI until it doubles and then some; I'm not averaging down any further. Nice to see our LSI coming out of the woods, threatening to have a positive P/E again. Fully expecting IDTI to do likewise and soon, assuming all those "asset impairment and restructuring charges" are really behind us. I guess we shall find out at 2:00 pm April 20th when 4th quarter results are announced. Nowhere to go but up, unless WinChip turns into another expensive write-off. I still cannot believe what people are paying for AOL, but I'm happy with their $21.95/month service and wish them well.

To: Samuel R Orr who wrote (10168)	4/1/1999 9:36:00 PM
From: David Tesorero	Read Replies (1) \| Respond to of 11555

Hello Sam.... I'm quite pleased you have accepted my new wager!! It makes all the stress of modern portfolio management a little more fun!! I am honestly having a hard time finding a reason to buy back into this stock. I have not been keeping up with this thread much or IDTI specific news, but do watch the stock on my quote system. Maybe I am wrong, but it seems like this company has been on the brink of greatness for about 3 or 4 years. I suppose if you give any stock enough time it will come back to old highs. Let's consider the purchase or 2 companies: IDTI or AIG (American International Group) Get ready for a big surprise: On June 1, 1988 IDTI closed at $7 3/8 AIG closed at $8 7/8 Both of the above prices take split history in to account. on April 1, 1999 (11 years later) IDTI closes at $5 11/16 down almost 25% over the last 11 years AIG closes at $120 7/8 up almost 13x + dividends for 11 years Why should this change over the next 11 years??? Please let me know which stock we should buy. Dave P.S. I broke the news to Matthew about your son not being a Navy Seal. I told him you and your boys liked to scuba dive, and that you would tell him about that over lunch this summer. He said that would be great!