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

To: blankmind who wrote (9529)	6/20/1999 4:49:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30916

blankmind, yes, this is typically the case, before they can subpoena SI for a "trace", I think that they have to show that they have a real case. Xircom recently had some poster claiming to be an employee, post negative stuff, and Xircom sued and is trying to obtain the name. I do not think the court has decided yet. There are issues of constitutional rights at the core of this. As for IDTC, does anyone have a good explanation for the rapid growth in the cost of revenues? The increase in revenues is outstanding, but it seems that the cost have gone up much faster (revenue last q relative to last year about doubles, but cost about tripled). Was there a major shift in margins I missed? It could just be the massive capital expenditures in infrastructure and the increase in servicing the network that still operates well under capacity, but if anyone has an inkling, I would appreciate it. Zeev