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: Rajiv who wrote (13369)	8/23/1999 9:52:00 PM
From: blankmind	Read Replies (1) of 30916

but that is the beauty of the cbs and dj stories, with both of them highlighting the fact idtc is worth about 40 (idt could not put out such a great press release touting how undervalued it is and now it gets major news services to tout the fact), based soley on its ntop holdings. clearly investors so far have discounted idtc core internet and phone biz (worth zero on 1 billion in revs) worth at least 28$, and idtc ntop's holdings worth around 40, to making idtc worth about 60. now idtc must meet the q's estimates. it is possible idtc would decline some if ntop declines, but more likely idtc should be able to hold its own, since investors feel ntop can not keep up its current appreciation and have factored in the ntop discount already. but if ntop continues with such a high premium, idtc will push much higher and close the gap. at least we can ntop does not collapse and hence stunt the growth of idtc, but investors have idtc ready for some retrcement of ntop, and if no retracement, ready to see idtc go much higher.

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