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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.

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To: Ausdauer who wrote (140)	4/27/1999 12:18:00 AM
From: Bill Zeman	of 194

Aus Regarding IDTC: From here forward it still has good upside potential IMHO. They havn't even released info on the IPO of Net2Phone yet and when they do the stock should rally considerably up to the day of the IPO at which point I believe it will correct heavily. Net2Phone will be a TOP quality internet IPO. Last week NETP was the best internet IPO and it still doubled. You and I know NETP has nothing for potential like Net2Phone. Quality issues aside, Net2Phone is THE MARKET LEADER in internet telephony, an exponentially booming industry. People will flock to IDTC just to get initial shares of Net2Phone. It has rallied to 30, largely on Net2Phone momentum and the Softbank investor news. This is all without even a clear IPO announcement. I am still fully invested in IDTC. Regarding the quality of Net2Phone. I use Net2Phone direct for all my long distance, and though I notice a difference in the quality, it does not bug me. Quality will get better and better every year also. I just do not think it is such a serious concern and the money that drove IDTC to $30 agrees with me. HTH Bill Zeman

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