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Technology Stocks : IDT *(idtc) following this new issue?*
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To: Tom Gebing who wrote (1137)10/9/1998 5:23:00 PM
From: HVN  Read Replies (1) of 30916
 
Tom, I'd be interested in hearing what you see as this company's long term prospects. Frankly, I'm quite concerned about them. I can definitely see them generate value in the short term, but in the long term, they are just another bit player going after the LD market - basically selling a commodity - and competing against the AT&T and Bell Atlantics. I can see them reap economies of new technology right now, but that's not sustainable. So, what gives?
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