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Technology Stocks : IDT *(idtc) following this new issue?*
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To: BinkY2K who wrote (24006)6/22/2001 8:45:06 AM
From: 613  Read Replies (1) of 30916
 
After the last CC, I see nothing other than the cash that makes this company worth keeping and they are burning that quickly. NTOP has not created anything that makes them the 800 lb gorilla. ADIR might be something if they have something proprietary that supposedly works better than everyone else's VOIP switch - as was reported a LONG time ago. But they are surprisingly and now, very suspiciously not saying anything about it. I don't care if they are partnered with Cisco as that doesn't mean anything exlcusive(?). If they don't solidify their market place with some huge deals within the next few months, they very well might get leapfrogged into oblivion - especially if XP makes the underlying carrier a commodity item.
No info on # of Linksys telephones.
No info on ADIR sales.
No deals other than with Liberty to talk about - and that's not cooked yet.
More talk about getting a small percentage of the big pie. I thought they were trying to get the biggest percentage! If they are just another player, this management will not carry them through.
-->A recent concept I heard from some top notch VC's - better to go with an A team and B product than vica-versa.

Don't buy a proverbial falling knife unless you are having fun gambling.
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