IDT *(idtc) following this new issue?* Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: rest42 who wrote (8625)	5/31/1999 11:56:00 AM
From: Hawaii60	Read Replies (1) of 30916

Repost from yahoo my money maker by: hawaii60 75377 of 75377< Hate to tell you fellas. they are only going to meet their previously revised estimates. Remember from previous 10q's, htere are still many expenditures for buildout, R&D and other outlays that are not pass trhoughs that are going to allow them to barely meet estimates. Not a bad thing, but again, this stock does not react like others.> Let me tell you why this Q is important and should bring many upgrades. Two quaters ago the company had a margin shrinkage problem. This problem was caused by having so much top line growth, that they literally were forced to go outside their own network and buy LD minutes at spot. They did this rather than turn away new customers at the time. Their top line growth remained amazingly healthy. When the warnings was issued the company guided analysts lower for the next 2 q's only. They stated it would take two q's to resolve the problem. The end of the second q is being reported on June 3, 1999. We have received no further warning and no announcement that the margin problem previously promissed to be resolved, has not been.Indeed, rather, the company is taking steps to announce both before the bell and to broadcast on the internet. Also, they have been touting themselves in other ways very recently. Anyone who knows anything about this company can read these tea leaves. I expect the margin problems are behind us. All the company has to do is tell the analysts they are comfortable with next q's guidance and the analysts will immediately know this is true and upgrade. I suspect they will be much more specific though. ------------------------------------------------------------------------ Posted: 05/31/99, 11:52AM EDT as a reply to: Msg 75351 by my_money_maker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next