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 (8506)	5/26/1999 10:36:00 PM
From: blankmind	Read Replies (2) of 30916

yes I have more faith in AOL, DELL and CSCO than IDTC. dell - slowing growth and ventures into the e-commerce, the next cpq? so far they are following the path. gigabuys is small order items, something that will drain the bottom line, see amzn. aol - big transition as cable modems and dsl compete for dial up users. i am not one who believes bob's 9.95/month can compete with aol. huge p/e, and they show a profit (not good for a net stock). csco - no complaints, they purchase the technology when they fail to develop in house, which is often (to much technology to develop and predict), they are like a msft, even if they fall behind, they can catch up quickly and have the name that everyone forgets they were ever behind. i would argue for idtc over aol and dell.

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