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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Hawaii60 who wrote (9123)	6/9/1999 10:05:00 PM
From: Yamakita	Read Replies (1) \| Respond to of 30916

Hawaii, there is no question that the two new deals are HUGE. Net2Phone appears to be taking daily steps toward gorillahood. It's news like that that keeps me here as a shareholder. But it seems uncontroversial to say that the Street hasn't yet "bought it." I believe that the Street would be "buying it" bigtime if the company/Howard weren't so asleep/uncaring toward dealing with Wall Street. All we need is a CFO who REALLY understands the idea of underpromise/overperform. This is neither a difficult nor unachievable principle. I know that HJ feels that the Street will eventually "come on board" when it wakes up to the earnings potential of these and other deals. And maybe that's right, who knows; I sure hope so. But as a shareholder I can't resist pointing out the folly of doing it that way, when it would be so easy to clue the Street in on what's really going on. His antipathy toward the Street hurts the long-term chances of the company, in my opinion, and needlessly so. Imagine where we'd be if we had a CFO who MADE sure of not only NEVER missing earnings, but beating them by 10-20%, every time. We'd be over a hundred by now, with the exact same financials and company structure/vision. The company could then use their mighty stock base as capital for new ventures and (if they desired) new acquisitions. One thing is clear: we're in the first inning of this game, and IDTC looks well-positioned. They could MAKE SURE they are well-positioned by getting their earnings expectations act together. Yours in Jonashood, Yamakita

To: Hawaii60 who wrote (9123)	6/9/1999 10:06:00 PM
From: Chuckie_e	Read Replies (2) \| Respond to of 30916

Hawaii60- New deals These deals will mean huge revenue not only for Net2phone but for IDT Corp since they will realize more traffic over their lines and also pick up people on the ISP. I have been wrong so many times at predicting these things but I think that these deals could punch the stock 10 points - if publicized correctly. Now for the big one - How about bundling Net2phone with every copy of Windows or IE? They have to be talking to Microsoft. The question I have is when will they start announcing all these deals? Are they waiting to get done with some meetings with institutions this week or next? That way the institutions can buy in a a cheap price before the public accouncements and the stock rises. Since they are Net2phone deals, I hope they can announce them before the IPO. You said that you were told there was no quiet period keeping them from announcing new deals so I hope that holds true. Since there has been no news released this week, it seems like we should get a press release or news article tommorrow. Have the news agencies been made aware of these potential deals? Chuckie_e

To: Hawaii60 who wrote (9123)	6/9/1999 10:18:00 PM
From: vinh pham	Respond to of 30916

thanks for starting the discussion on the impact of those two deals. i'm not sure if my contribution to the discussion would be intelligent. anyway, in the conference call it was said that the domestic long distance business is very insignificant to the bottom line number. so, with this potentially huge alliance the domestic long distance's revenue will be tremendously boosted, IMO, not to mention name recognition (that is if Sprint advertises IDT as the network provider for this alliance). well, of course the international call revenue will improve too. this seems to me another brilliant effort by IDT. the Compaq bundling deal is going to be big too, IMO. i'm thinking it will be bigger than the Packard Bell deal which applies only to Europe. Compaq will bring N2P to all across the continent from Canada to Latin America. It also goes to Asia and that's not a small place (imagine China and India). sorry, i can't estimate a dollar figure for these deals. i'm never good with monetary number beyond 6 figures. :-)

To: Hawaii60 who wrote (9123)	6/9/1999 11:26:00 PM
From: Madharry	Respond to of 30916

Off topic: I am compelled to state that every single stock now that I have sold in order to purchase more IDTC has outperformed IDTC from the date of sale through today. It is very annoying to watch a company execute everything one had hoped for and to watch the stocks you sold soar and the one you purchased languish. If I had followed my system I would have sold at least half in the $30 range but management seems to be executing so beautifully I have pretty held on to my entire position.

To: Hawaii60 who wrote (9123)	6/10/1999 12:34:00 AM
From: blankmind	Respond to of 30916

I think that these latest alliances (sprint and cpq) cement net2phone as the premier telephony providor. n2p was already the premier telephony provider, with idtc providing the bandwith. clearly idtc is leveraging the deals to make more deals, and try to snuff out competition. Between the new ones, AOL, Softbank, and GE, that's it. The race is over. i guarantee you this is not the thinking at ntop or idtc, and i am sure you agree, hence the continued upgrades to the idtc network and the alliances they continue to make. but the market is nascent and a large player like t or wcom could rip idtc heart out. a perfect example is what msft did to nscp. remember the days of nscp and its dominance, well over 90%? a company with the muscle of msft can come in catch up because they have the money and muscle. t or wcom falls into this category, but they will not challenge because they do not want to eat their young. the market remains young and ripe for a large competitor to come along and compete.

To: Hawaii60 who wrote (9123)	6/10/1999 2:49:00 AM
From: blankmind	Respond to of 30916

i believe you are seeing the 10-10-345 effect with the sprint deal. how many people are fooled that they do not know which big telco is behind 10-10-345? how many people would be surprised to discover they were being routed over the internet, but would never guess and be happy because the name brand is sprint? and for sprint? they loan the nameplate, idtc provides the tecnology, and both profit.

To: Hawaii60 who wrote (9123)	6/10/1999 2:54:00 AM
From: blankmind	Respond to of 30916

more on sprint basics: hj alluded to the fact in the conf call that idtc knew they had traffic for the new backbone, unlike competitors. i now believe he was referencing sprint. i will bet, sprint and idtc mgmt must be wondering if they need to comment now that they have been discovered. another high profile deal broken by internet sleuths.