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

To: Tom Hua who wrote (9696)	6/22/1999 8:09:00 AM
From: ynot	Read Replies (1) \| Respond to of 30916

Tom, indeed, his last post was well considered on the other hand, imho,unlikely the elements that must be synchronized in order to attain the anticipated IPO valuation may not be achieved according to my modest experience in the telco and integration sectors working backwards from the user; poor quality reliability less than dial tone projected utilization anticipates an 'ecommerce' focus, possibly not cost of access to the telephone (landline or wireless) is controlled by other entities, which are 'monopolies' in their individual markets agreements must be entered into with other providers unless the equipment is in place for all possible geographical user locations VPN costs may be higher than 'internet' costs billing may be difficult to coordinate and audit i have heard that this model 'works', maybe, but scaling something that 'almost' works will cause difficulties, the quicker it grows the greater the probability of implosion there are also the issues of asset/liability/accrual transfers from the parent, how shares are released, share support 'agreements' etc... two last points, 60's comments came from the VC's (without customer validation), and competition--the company that influences users access to the telephone can and will circumvent this model, easily good luck it will be interesting all imho ynot :)