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: David Wise who wrote (4541)	4/11/1999 2:17:00 PM
From: Lea Hwang Lee	Read Replies (4) of 30916

David, Technology is an evolving thing which will never stay the same - it will improve over time. If you based your current investment decisions on what is being achieved today, then you are making a big mistake... One day, we will all be able to make international phone calls for free. The difficutlies that we are facing today are only temporary. The ultimate scenario will be "all-digital" transmission (except for the microphone and speaker phone of course). The current "analog-digital-analog" technology is only a transitory stage in the evolution - since everyone of us has an analog phone and an analog phoneline. When broadband technologies (such as broadband cable and microwave transmissions) catch up and become commonplace among all the households, then telephony technology will get a tremendous boost - it will provide the speed and quality the VoIP needed. Eventually, all the telephone exchanges (circuit switch technology based) will be gradually replaced by IP hops, i.e. the analog legs at both ends of the transmission will eventually be replaced. We will also see true "digital phone", probably standalone or integrated with a PC-box type of setting which will plug directly to your cable connection or to a microwave receiver, etc... (the "phone lines" will be history). The VoIP will (and is now gradually) threaten the conventional long distance giants such as AT&T. I am sure these giants are now actively playing catchup game by active research or by buying out VoIP companies (such as IDTC). IDTC has been signing up with a lot of local phone companies in Europe to make up the "analog leg" of the transmission. The last time I visited their homepage, there were something like six countries in Europe. Very soon, we can all make phone call to everywhere in Europe for just 10 cents a minute through IDTC - with more Asia countries to follow soon... The way I see IDTC is that its' value is beyond the Net2phone IPO spine off. It also holds tremendous value as a telecommunication company by leveraging its VoIP technology... If you are not a savvy day-trader to take advantage of the ups-and-downs on Monday, I suggest you hang on to IDTC. If it dips below 28 on Monday, I will be adding more to my holding... Regards, Lea

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