IDT *(idtc) following this new issue?* Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Hawaii60	6/26/2001 10:30:21 PM
	Read Replies (1) of 30916

Hi all, been a victim of a computer virus. Anyone with any good links feel free to email them too me. I have lost many of my old ones. NTOP has for all intense and purposes been shot just like every other stock. A complete cleansing washout on high volume meaning everyone who either wanted to or was forced to sell by their brokers has. Those that wanted to increase their positions have and institutions that needed high volume days to buy or sell have done so. Horrendous experience for all of us longs to go through but no different I suppose than what's happened to every other stock from csco to lu to ibas to itxc to jdsu to amcc to nt. Apparently in this market you have to be shot down and test and retest your bottom before the market will allow you to go up. Sector wise I noted that both itxc and ibas had nice gains today. Don't know how long it will take NTOP to get going here but cash and equivalents are at about 4.50 per share. It is extremely doubtful the stock trades below that area. Probably on a technical basis, its a good time to get in. Aron Fuchs put out this article on NTOP recently. Fuchs is a dotcom bear but respected with a large following. He says, he could get excited about the stock is margins are indeed stable at 30% and the company does indeed achieve its capex reduction goals. Seems to me that if in the cc the company confirmed that margins so far for May and June of the upcoming fiscal Q were averaging over 30%. It would be reasonable to assume they will also be for July, the end of the Q. Cap ex was huge last Q because of the Applio write-off mostly. That was about 40M. There is no such expected write-off for next Q and YHOO shares are going up. post.clubs.yahoo.com I'd say its reasonable to assume the stock will rebound or bounce off its low once everyone is sure it is the low and the proof of the pudding will be next Q. If the company executes as promised, their path to profitability is believable again. So, next Q is important. Note that itxc and ibas both suffered a triple whammy. They suffered margin erosion, receivable problems and stalled growth. NTOP only had the margin problem. Supposedly it was caused by LCR software which has been fixed. Nevertheless, NTOP took the hit. I continue to believe that NTOP along with YHOO and EBAY will be a premier growth company not only left standing but profitable and well followed when all else is done. These companies share many similarities. They are the best in their field, have the best branding and name recognition. They are affiliated with the best partners and are all on the cutting edge of what they do. Good luck to those still in NTOP.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next