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

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To: 613 who wrote (30330)5/18/2004 11:02:28 PM
From: carreraspyder   of 30916
 
613, my best shot at getting something for you.

...the cable msos are ready to decide when they are ready to make it a business practice.

recently, charter said all its voip plans were being kept as far under wraps as they could keep them, and that was intentional.

seriously, if you read the other voip boards you see they have nothing they are waiting for, other than business reversals ... ntop has active engagements. stuff happening now; that hasn't used up the pipeline -- and which will lead to specific beneficial outcomes not being seen by wholesale voip providers.

5/18

"hey,
can't say anything re: charter other than what has already been said by them. honestly, had they not publicly stated that they were considering us in their rfp process, we most likely wouldn't have divulged that we were talking to them, similar to the way we didn't divulge that we were talking to cebridge, bresnan, etc. when the deals happen, we'll talk about them. between all the cable operators that have selected us thus far (liberty puerto rico, bresnan, cebridge, northland, coditel, est video), we are already talking about 2.3 million homes passed in four countries, covering 20 states. we're making inroads. we are now seeing a groundswell of cable operators outsourcing telephony. maybe it happened a little later than the market expected it, but that's because the decisionmakers were slow to decide - not because we were losing business. we're going to continue to keep focused on signing operators and implementing these deals. based on our current experiences in puerto rico, we are confident in our ability to deploy telephony and garner high levels of customer satisfaction.
hope that helps,
Sarah Hofstetter"
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