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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (298)2/19/1999 9:10:00 PM
From: Hawkmoon  Read Replies (2) of 4337
 
but ip communications stocks haven't performed well

I can't help but concur with that.

However, I think that IDTC will eventually find some kind of favor on the street or be taken over.

They are, after all, still the 10th largest ISP in the US.

And the fundamentals on the revenue side continue to improve. Were it not for the capitalization costs of ramping up Net2Phone infrastructure, IDT would still be a great performer.

We'll see. Do you think the IIX can hold its own or are we heading into a general market correction? I kinda think we are. The market overall just seems to lack conviction for higher highs at this moment.

Regards,

Ron
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