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Technology Stocks : Net2Phone Inc-(NTOP)

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To: Anthony@Pacific who wrote (197)7/31/1999 8:41:00 PM
From: Trumptown  Read Replies (1) of 1556
 
I have no position in NTOP...but, am interested in IDTC (which also has a significant short position)...

Many of the reasons you're short NTOP were present in Yahoo, Nestcape, PSIX and many other money losing offerings that went on to make significant runs...

Also, the fact that AOL, Softbank, Yahoo and others are willing to invest in NTOP is noteworthy

Had IDTC spun this out earlier in the year, I believe the results would have been much different...I do believe at this time market sentiment is in your corner...

SR

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