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


To: vinh pham who wrote (9645)6/21/1999 8:25:00 PM
From: blankmind  Read Replies (1) | Respond to of 30916
 
mr pink and the pinkettes appear to be totally confused and clearly have done no dd on idtc. remember people comparing idtc with bb companies (old short trick), they have a similar game with a company called gmgc (general magic) with revenues of $155,000 last q and shrinking, compared to idtc's revenues of $191,000,000 and revs expanding.

yes 150k vs 191 million is not something i believe they understand, the magnitude of difference in revs (over a factor of 10 just for the q). i can now understand why they like the bb stocks as hitt. here is a sample of what they consider a cogent reply about gmgc and idtc.

exchange2000.com



To: vinh pham who wrote (9645)6/21/1999 8:36:00 PM
From: blankmind  Respond to of 30916
 
mr pink changing his colors? clearly his post from yesterday offering the inside scoop on idtc had not clothing.

on sunday mr pink tipped his hand and hawaii answered when mr pink said the problem with idtc is:

IDTC's core calling card business is particularly turdly and management has been selling tons.

techstocks.com

unfortunately for the pinkettes, mr pink has not done his dd, and did not listen to the recent conf call, else he would know margins are actually expanding.

The wholesale and prepaid
businesses are under tremendous competitive pressure due to dropping
international rates and increased competition, and gross margins in theseareas have recently dropped from 32% to 20%.


exchange2000.com



To: vinh pham who wrote (9645)6/21/1999 8:44:00 PM
From: blankmind  Respond to of 30916
 
my impression of the pinkettes and mr pink, they should stick to such small cap stocks as gmgc (150 k rev the last q) and bb stocks as hitt. unfortunately they have entered a stock with products, institutional ownership, growing revenues, profits, growth, visionary in hj, and posters such as hawaii who has crumbled every fallacious statement they have put forth.

clearly mr pink and the pinkettes would like to move up from the bb stocks, unfortunately they have not done their dd and can not respond with a modicum of an argument, except to comment on hawaii's spelling or compare idtc to a company that has less than 1/100th the revs.

if the pinkettes follow mr pink on this short as was apparent today, i can see why the panic of mr pink to try and have others follow his short of idtc, clearly when one does not do his dd, he needs support.