IDT *(idtc) following this new issue?* Message Board

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Technology Stocks : IDT *(idtc) following this new issue?*

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To: Steve Fancy who wrote (12973)	8/12/1999 6:34:00 AM
From: orkrious	Read Replies (1) of 30916

There is argument after argument on this board about long distance rates going down and the effect on IDTC. 1) I don't know what the percentage is, but the vast majority of IDTC revenue comes from International operations. That is where their focus is. That market is huge, and its future growth is enormous and dwarfs the growth of the US market. 2) LD rates are coming down, as are prices of every other commodity. So What. IDT is the low cost producer. Their growth will continue, it will be rapid, and they will take share from their less nimble counterparts. their alliances will make this share growth even faster. FWIW Jay

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