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: Hawaii60 who wrote (6283)	4/24/1999 10:27:00 AM
From: blankmind	Read Replies (1) of 30916

depending which companies you choose, this may not be a fair comparison as to what occurs after the ipo. why? a. check institutional ownership of idtc and the stocks you compare it with. b. examine the core business that remains. idtc could be classified as a profitable clec (overly simplified and not totally accurate). examine what remains of the core biz of other after the spinoff. many rely on their value because of the stock they own in the spunoff company, not because people would own them otherwise. c. idtc has its own backbone and pops, not only that ring the u.s, but that they also have an international presence which they continue to expand (recent announcements for russia and brazil). do these other companies have underlying assets as this? d. voip designed network. who else has one, and we know from lu and cisco recent purchases of the technology, other phone companies will be upgrading their networks. does idtc's backbone represent a prime takeover candidate? do these other companies have a core asset competitors covet? currently the idtc voip backbone could easily justify the current stock price. e. idtc is the clear leader in pre-paid phone cad biz. do the other companies you compare it to lead in an area after the spin-off? f. the voip switch that idtc has developed and deployed represents another possible spinoff or asset sale to a major hardware maker behind in voip development, cico paid 2 billion for geotel (voip technology). g. the n2p product to be spun-off is vertically integrated into the idtc backbone, do other spinoffs still have ties to the parent? h. finally to belabor a point, idtc has great institutional ownership and own a bacbone designed for the next internet wave n2p which analysts have not valued yet. do the others you compare it with possess these type of values after the ipo? only if we see astronomical rises in idtc, should we have major selloff after the ipo of n2p. but currently idtc represents an undervalued stock without the n2p spinoff. we have seen people compare idtc to other companies which have done spinoffs and then sold off, but the underlying company that remained did not have many redeeming qualities left, unlike idtc. good luck in your comparisons, we all look forward to your findings.

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