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

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

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To: Cymeed who wrote (1771)	2/2/1999 10:16:00 AM
From: HVN	Read Replies (1) of 30916

Frankly, IDT's core business will continue to remain under pressure and frankly, I can't see any way out - they started off with call back services - that's either dead or will be soon with the European markets opening up. Then they moved into calling cards. But the likes of AT&T and Sprint are well on top of that with products such as PersonalNetwork, etc. And it's not going to get any better as landline based calls in the US move towards lower rates - and calling cards follow. There's very slim chance that IDT can build a competitively cost structured network. SO, basically, their core business really needs to change. They have jumped on the internet bandwagon and what they have is awesome - however, as with the various auction houses and similar sites, this is short term. Make your money on this one while the sun shines. All the opportunities these guys have pursued over the years have been short term focused - it would take a lot for these guys to convince me they actually have a long-term plan for now. Basically, this time round, I see them looking to have their e-commerce search engine bought out - THAT's where the big bucks are. React someone!

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