IDTC Options Players (losers and whiners) Message Board

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Technology Stocks : IDTC Options Players (losers and whiners)

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To: Steve Fancy who wrote (91)	1/12/2000 4:36:00 PM
From: Tony A. Matthews	Read Replies (1) of 593

Looks like the market rewarded IDT's Brix with a 8% penalty. And I'm inclined to agree with the market. Brix is nothing great. I've seen companies do this in the 80's. The only thing IDT stands to gain from this is preferred relationships to enter the retail market. But if IDT wanted to be in the retail market it should have been more agressive when it announced the nationwide 5c/minute rate. IDT continues to plunder telecomm business opportunities in favour of speculative new business ventures which they never seem to follow up on. If I had a dollar per share for every time they announced a new venture (VOIP BMX, Net2Dine, etc) I'd be a content investor. I'd like to know if anyone has ever seen any income on their income statement from these new ventures. I haven't. The only one that did work was NTOP and management were very effective at passing that opportunity on to long term shareholders (not!) How's that for first effort!

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