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: Smear_campaign who wrote (16326)	11/5/1999 3:50:00 AM
From: Herschel Rubin	Read Replies (1) of 30916

This Individual Investor Article offers some compelling valuation comparisons vis-a-vis IDTC/NTOP as of August 26, 1999. fnews.yahoo.com The article is even more relevant today, now that IDTC trades at $20 (vs $30 when the article was written) and, per the S-1 filing, IDTC will convert some of NTOP holdings into very liquid CASH: ________________________________________________________ Internet: Is Net2Phone Too Expensive or IDT Too Cheap? ... But if you like Net2Phone, you have to love IDT Corp. (NASDAQ:IDTC - news) , which still controls 57% of Net2Phone. At a recent $30.50, IDT is valued at $734 million. But IDT's stake in Net2Phone is worth $2.45 billion. I'll repeat that in case you missed it. $734 million IDT is sitting on a $2.45 billion asset. IDT, for its part, has a nice little telecom business that has been steadily ramping up. And recent deals with Northpoint Communications (NASDAQ:NPNT - news) and Spain's Telefonica de Espana (NYSE:TEF - news) should help keep up the sizzle for some time to come. Bottom Line: Net2Phone may rise or fall in the weeks to come. But shares of IDT now look like a raging bargain. ________________________________________________________ End of Individual Investor Article...

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