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

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To: Art Baeckel who wrote (23971)6/18/2001 11:55:09 AM
From: 613  Read Replies (1) of 30916
 
Art - you'll probably have to wait for the next earnings report hype and hope they could bring it back to your sell order.

I finally got a chance to listen to the CC over the weekend. What a boring bust (in context of hyped expectations). No tough questions on where is T and they get away with we just don't know. (IDT would have sued by now - <GGG>!) LCR algorithm problem shows that they are yet amateurs at running a network - yet that's exactly what they expect companies to let them do. You would have thought they would be reviewing things with T network management experts by now. They will probably learn over time - but it will take time.

Questions about CISCO????
BIG Q - what stops MSFT from coming up with their VOIP protocol within a year and bypassing NTOP. They convert for the ADIR switch when necessary and NTOP drops to a money losing business ala IDT. So we then have ADIR stock (maybe) making money for NTOP and then for IDT. But we know so little about ADIR so who knows. Seems like HJ knows how to play the Wall Street game better than anyone.

Hey H60 - since they basically denied doing any business with T, what happened to the posts about T routing mega-minutes via NTOP but not telling anyone?

I already started the plan to lighten up on IDT and NTOP. REFR (a Bink fav) looks better here after the shorts have pounded it down.
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