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

To: blankmind who wrote (9253)	6/14/1999 4:22:00 PM
From: Peter Yang	Respond to of 30916

ARE WE THERE YET? . . . . . . . . . . . . . . . THE BOTTOM!!!

To: blankmind who wrote (9253)	6/14/1999 4:26:00 PM
From: Peter Yang	Respond to of 30916

Cool, we have a piece of good news: We're finally considered as an Internet play. However, unfortunately, Anything associated with Internet is taken out to the woods and shot!

To: blankmind who wrote (9253)	6/14/1999 4:28:00 PM
From: Steve Fancy	Read Replies (3) \| Respond to of 30916

I'll stick my neck out...AOL and other internets look to have just about bottomed. FWIW, I think there are several other internets that will turn harder and faster than AOL. Not that I'm a huge fan of AMZN, but when it turns, they jump....88 should be short term worst case. I got out of my last set of JUN AMZN puts today and averaged down some July 120 calls I hold. If they don't turn up tomorrow, I think they turn Wednesday. sf

To: blankmind who wrote (9253)	6/15/1999 9:16:00 PM
From: vinh pham	Read Replies (1) \| Respond to of 30916

FWIW, a post from yahoo regarding some second-hand info from the Bear Stearns road show today: ---------------------------------------- NTOP Bear Stearns Presentation Highlite by: wl9839 81638 of 81639 The following are highlights from the Bear Stearns presentation on behalf of NTOP 1) Red Herring prospectus expected to be printed next week-indication that things are progressing very well at the SEC 2) Presentation was well attended by major street participants 3) Business Model for NTOP was described as "exciting" and very convincing 4) Although NTOP is experiencing negative margins of about 10%, expected growth of margins will in the near term result in gross margins of 50% and net margins of 25%. 5)Expected amount of free float cash (remember prepaid cards are paid for up front and company may invest float until required to pay for connection services etc) could create significant cash flow benefits 6)AS a side note, presenter was CFO of the company. The information presented above is second hand to this poster and I take no responsibility for its accuracy or completeness. However, this information squarely puts me in the camp of long term believers-currently long at 2000 shares. --------------------------------------------------------------------------------