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

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To: blankmind who wrote (8800)6/3/1999 2:30:00 PM
From: vinh pham  Read Replies (1) of 30916
 
blankmind, towards the end of the cc i believe that he said IDTC had lost a good number of "optimistic" telecom shareholders due to NTOP spinoff speculation and that he hopes over the next few weeks of roadshows those shareholders will be back. yes, he also mentioned that a lot had bought IDTC in the speculation of owning NTOP shares. i wish he could have been more blunt and stated that the disappointment is long overplayed and shareholders should just grin and get on with the show for the long term. what is your opinion of his statement? was he apologetic? his voice was not as enthusiastic today as at the last cc.

also i have replayed the cc on streetfusion.com to listen again on the internet business (roughly 18 minutes after the start). i think HJ said IDT supplies to 500 internet companies and many corporate clients their internet services, yet IDT gets no valuation for it. did i hear this correctly? furthermore, the company has been offered $400 per internet customer as opposed to $100 before?
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