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Technology Stocks : IDT *(idtc) following this new issue?*
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To: Lea Hwang Lee who wrote (4583)4/12/1999 1:48:00 AM
From: David Wise  Read Replies (1) of 30916
 
I agree that within 2 - 3 years we'll have the broadband capacity to make VoIP work for most people. In fact, with DSL and variants, twisted pair copper might be all we need. You mentioned AT&T - they already offer VoIP/internet telephony. I used to own stock in Ozemail (OZEMY). They're being bought out, but they offered internet telephony in Australia and to Europe for 2-3 years now. I invested because I figured they'd be bought.

56K modems just don't cut it, yet. But I've said before, what IDTC has going for them is the AOL type effect. Remember how AOL sent out 3 1/2" disks, put them in magazines and everywhere (I must have received 50 of them). Well, IDTC is using the same strategy and Net2Phone will soon be synonymous with internet telephony. Unless someone gets started with heavy marketing right now they'll fall as far behind as Prodigy did to AOL.

By the way, I was one of the first to say that IDTC can be compared to the early struggling days of AOL when they had many problems handling growth. But there is no guarantee IDTC can make it happen without significant improvements in either the bandwidth to majority of houses or VOIP technology itself.

But the play here is Net2Phone for internet hype. IDTC is very respectable in and of itself, but will be weighted down as another POTS company after the IPO, if they IPO.

My opinion? They'd do better to keep the company together. And so would the stock holders.
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