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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.

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To: Bill Zeman who wrote (34)	3/10/1999 8:48:00 AM
From: Ausdauer	Read Replies (1) of 194

Bill, I did a little more research into IDTC. The revenue growth is impressive. Margins are quite low for a phone service provider presumably because they provide discount long distance services. Having said that, there has been an increase this year in depreciation and amortization costs which I assume is related to expanding infrastructure. The D&A costs are used rather than littering the earnings reports with one time charges? Is that a correct assumption?? I would feel more confident investing if it were not for the divergent trends in revenues and earnings. I think you have done a good job explaining this, Bill, but I am still a bit uncertain. I like the fact that the CEO has a big stake in the company based on his stock ownership, although it would be nice to see other officers also participating. The Net2Phone concept is intriguing. What are the barriers to entry? Seems like the Netscape announcement after the bell yesterday may be good for a strong move up today. Aus

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