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

To: vinh pham who wrote (9366)	6/17/1999 3:16:00 PM
From: Hawaii60	Read Replies (4) \| Respond to of 30916

EMERGING MULTINATIONAL CARRIER (EMC) WEEKLY 6-17-99 Deutsche Banc Alex. Brown - US Equities Kevin M. Moore,Kathleen M. McQuade June 17, 1999 Moore, Kevin M. 410-895-3329 06/17/1999 McQuade, Kathleen Mary (410) 895-3303 Deutsche Banc Alex. Brown --------------------------------------------------------------------------- VALUATION We are reiterating our investment rating and price targets as follows: GTSG - "strong buy" investment rating with a 4Q 2000 price target of $150 (enterprise value 14x estimated 4Q 2000 Net PPE), IDTC - "buy" investment rating on the shares with a 4Q 2000 price target of $42 (20.4x our CY2000 EBITDA estimate), PGEX - "buy" investment rating with a 4Q2000 price target range of $60 (approximately 24.4x our 2000 EPS estimate), PRTL - "strong buy" investment rating on the shares with 4Q2000 price target of $44 (EV 1.4x our 2001 estimated revenue), STRX - "buy" investment rating on the shares with a 4Q2000 price target of $55 (Enterprise value of 9.2x projected Net PPE 4Q 2000), TGO - "strong buy" investment rating on the shares with a 4Q 2000 price target of $55 (4x estimated 2000 revenues).

To: vinh pham who wrote (9366)	6/20/1999 2:13:00 PM
From: Steve Fancy	Respond to of 30916

vinh, I bet most of the increase in PC revenue is first timers, not repeat pc 2 phone business, but I could be wrong. On this thread alone over the last few months, we have seen far more suggest it was not worth their time then those who thought it was workable. We had many with state of the art systems and cable connections who were not satisified. As far as booking revenues, I don't believe I ever stated I knew they were booking unused minutes, instead I suggested they may be. Would be interesting to determine exactly their implementation of "typically" in the statement below. For instance, what have they done with the non-refundable $24 account I have remaining from a couple months ago, as with I would guess countless other $24 balances many of which must be getting old. As such, we typically have deferred revenue for all unutilized balances in our customers' accounts." I have no opinion on IDTC any longer. In fact I have left the thread a couple times, typically coming back to respond to questions left by others. Now that I'm out of it, maybe it'll soar for you guys. good luck. sf

To: vinh pham who wrote (9366)	6/20/1999 2:20:00 PM
From: Andrew H	Respond to of 30916

vinh, re post 5909--thanks for the following. I had not seen the breakdown between NTOP phone to phone and PC to phone. >>Of total revenue for the six-months ended January 31, 1999, PC2Phone generated $8.6 million and Phone2Phone generated $3.6 million. << I had expected the phone to phone revenues would be considerably higher than the PC to phone revenues, but the opposite is true. My expectations were based on the fact that I have talked to people phone to phone when NTOP was routing the calls over the Internet. The quality was no different than regular phone calls routed over regular phone lines. From what I had read about less perfect quality of PC to phone calls, I had expected that far more people would be using phone to phone. The reason I am so pleased about the above numbers is that it is clear that very few people are aware of the excellent quality of NTOP phone to phone. As this becomes known and the rates become better advertised, the growth will be HUGE. This can be seen from the 15 X growth in the last year as stated below: >>Revenue from Phone2Phone increased by a factor of 15 from $219,000 for the six months ended January 31, 1998 to $3.6 million for the six months ended January 31, 1999.<<