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

To: Mama Bear who wrote (9591)	6/21/1999 8:18:00 AM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

Mama bear. I don't think anyone means any disrespect to Mr. Pink and his followers at all. In the past he has done very respectable due diligence. Indeed, he has done well on IDTC already. We just think the tide has turned. He can re evaluate for a short position later. Right now though, he and his followers would make more money covering and going long.

To: Mama Bear who wrote (9591)	6/21/1999 8:47:00 AM
From: Zeev Hed	Read Replies (2) \| Respond to of 30916

Mama, Pink indeed does very good "unearthing" of weak situations, but I cannot see in his posts any findings that would be detrimental to IDTC, from his post the short thesis is that the stock is inflated by I-net hopes, I-telephony "hype" and the prepaid card business, I think this thesis is flawed because the current pricing of IDTC does not have any premium reflecting such "hopes or hype". If the stock was selling at a PSR and PB of 5 or more, yes, but the stock is selling at a PSR of about .7 and PB of about 2. All very rational, if not bargains for the long distance telecommunication business. Zeev