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Technology Stocks : IDT *(idtc) following this new issue?*

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To: Hawaii60 who wrote (8435)5/26/1999 10:41:00 AM
From: FieldEffect  Read Replies (2) of 30916
 
IDT's "Strategic Relationships"

I located a copy of Courter's briefing slides that he used at the CTI EXPO. The following is from the slide called "Strategic Relationships" It shows a chart with IDT at the top with branches to its three main business activities: Telecommunications, Internet, and IP Telephony. Below each branch are the names of IDT's actual or proposed Strategic Partners.

1. Telecommunications.

a. Frontier
b. Worldcom
c. Cable & Wireless
d. Pacific Gateway
e. LCI/Qwest
f. Union Telecard
g. RBOCs
h. Star Telecom
i. PTTs (nondisclosure)
j. LDDI

2. Internet

a. Deloitte & Touche
b. PSINet
c. Cox Cable
d. MailCall
e. GT Software

3. IP Telephony

a. Excite
b. Netscape
c. IBM
d. Yahoo!
e. Daewoo
f. Packard Bell
g. Geocities
h. Creative Labs
i. Marubeni
j. Quicknet

Comment: I will leave it to others more expert than I to comment on the significance of these relationships. I wasn't aware of several of them. I'm especially intrigued with the link to Cox, as Cox is at the forefront of developing and deploying IP Telephony services via cable. Courter told me yesterday that IDT was agnostic with regard to the "last mile" problem in providing a high bandwidth integrated data/telephony package to the individual consumer, but did allow that cable seemed to have the best chance (with wireless, such as LMDS, being a possible darkhorse candidate).

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