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Technology Stocks : IDT *(idtc) following this new issue?*
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To: Art Baeckel who wrote (21874)9/21/2000 2:58:29 PM
From: Arrow Hd.  Read Replies (1) of 30916
 
Art, thanks for the post. Unfortunately I am now resigned to the fact that NTOP trades 100 shares at a time and strategic announcements such as this go unappreciated. But let me see if I can put another piece of the puzzle together. Earlier in the week we saw the Cisco announcement (ADIR) and how NTOP's products will now be marketed by Cisco and it's alliance partners into the Enterprise space where Cisco is the market leader. Today's announcement fills the hole in what the industry calls the SMB space (small and medium business sector). Further, it gives a DSL solution to CLECs and ISPs for both business and high usage consumer solutioning. T is going to implement the Cable Modem and probably TV solution. Scientific Atlanta has the set top box solution. Then there is the already existing ubiquity with MSFT, AOL, Yahoo, etc. for the standard every day Internet user. Who have we left out?
I am getting very frustrated. Few companies have dominated a space so completely as has NTOP. IBM in Mainframes, MSFT in PC operating systems, any others? By the way, did anyone catch the comment about NTOP's OEM development operation? In a post below I commented on the enormous profit potential an OEM pricing methodology presents to a company. And software is even more profitable and when the software methodology is combined with an OEM "to go" or "incremental" business model it is obscene in how much cash and profit it generates.
I am convinced that there is no analyst out there who has thought this through nor does NTOP have the ability to communicate the story unless the Radio Wall Street blurb does something today. The Bear Stearns comments were the closest statements so far that actually allude to the potential value equation. Very disappointing.
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