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Strategies & Market Trends : Three Amigos Stock Thread

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To: Sergio H who wrote (5477)	6/1/1998 7:53:00 PM
From: Phil Jacobson	Read Replies (3) of 29382

Sergio, Re: ATPX, Honestly, I was just trying to have some fun. In retrospect my post minimized the hard work you did to identify why ATPX is a good company. Sorry about that. I've been doing a lot more selling than buying but I'm still holding ATPX too. Your post was full of great info on the company and that's why I consider it a long term hold. BTW, I went ahead and picked up a small position in AVTC today and re-bought IDTC. I could be wrong on these but I think we're at very oversold levels on both. IDTC could be an especially good buy (all the way down to 24 1/4). Information I'm getting from the ISP biz shows that without a doubt the quality problems of IP telephony are being solved a lot faster than I ever thought they would be. Properly configured and networked there is virtually no quality difference or additional latency between a normal call and an IP call. Just a matter of tweaking and getting the word out to the market now. Phil

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