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: Augustus Gloop who wrote (8420)	5/26/1999 8:41:00 PM
From: Stitch	Read Replies (2) of 30916

Nas, <<Is everyone on Wall Street just not as intellectual or savvy as you and stitch? It would seem to me that news of this magnitude to send all Money Managers running to their cash reserves to buy IDTC.>> IMO we are not on the big money managers radar screen yet. But as to the recent action (including today's apparent reversal) we only have to look at the herd to get our answers. Think of IDTC's price as in a dual oscillation (actually it is more then two but two will suffice to illustrate). One frequency is based on market forces and the other is based on fundamentals. It really is both we have to pay attention to but the latter that I find more compelling then anything. I try to stay somewhat insulated (in my thinking) from market oscillations when I think IDTC or other specific picks but that is after I have already thought about market forces in terms of overall equity allocation and industry allocation. Then I use the market forces for buying/selling opps. Don't know if this helps you but it helps me. I personally think we have just witnessed a "way cool" buying opp which I took advantage of because overall, I am actually kind of light on IDTC in terms of overall weighting. I note others felt the same way including a DD leader. Try to look at the overall. It helps. Get "macro" a bit. Think NET2XXXX and CLIK2XXXX. Thats what IDTC is doing, believe me. Then go do some DD on niche marketing and the new wave of business school thinking. You'll get the picture. (Now there is one: "NET2PIC"). Think about trademarks and branding and niche marketing. Get it? Then, after thinking about this go back to this valuable post and set your thinking against the backdrop it offers. Message 9770245 Then you will really get it! By the way, sorry if I sounded too chiding relative to the Hispanic marketing foray. I felt you were in danger of getting too glib in your remarks. With this stock (and company) nothing is on the surface. Get a few layers into it. Best, Stitch

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