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Technology Stocks : IDT *(idtc) following this new issue?*
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To: Jules B. Garfunkel who wrote (6926)4/30/1999 10:05:00 AM
From: Arrow Hd.  Read Replies (1) of 30916
 
Jules, I too believe IDTC is a long term keeper but as a position
trader I am not adverse to rotation if a stock gets ahead of itself
and previous backdoor IPOs have indicated that the parent stock often
does just that. I believe that there are rare opportunities to be in
front of a major paradigm shift and Net2Phone is one of those type of
situations. Though there are still growing pains with technology and
quality it will change the telephony landscape and with their leading
marketshare they will own this sector from the start. But how it
plays out will dictate IDTC share price so it is beneficial to
think through multiple scenarios. This is why everyone's opinion on
this thread is valuable, it helps to keep the cross-currents in focus.
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