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

To: Andrew H who wrote (10388)	7/1/1999 3:58:00 PM
From: 613	Read Replies (1) \| Respond to of 30916

Is this a hold or sell on IPO runup? Seems like NTOP should be one of the VOIP winners, but what is the barrier to entry for any of the big players. That's why I would have felt more comfortable with a Sprint buyout.

To: Andrew H who wrote (10388)	7/1/1999 3:58:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 30916

Thanks Andrew. I haven't followed the internet IPO's as closely as I would have liked, but I know BKS/BNBN was a recent backdoor IPO. I don't recall BKS appreciating much if at all just ahead of the IPO listing, and they both sold off in the days following the IPO. It may not have had the short interest we might be carrying here though. I also wonder how much of the runup from 12 or so was in anticipation of this event. Recent earnings didn't necessarily support the enthusiasm. This issue definitely needs something to generate some excitement. Any road show impact should be peaking. Some news on the ISP could be just what the doctor ordered. Thanks again for your thoughts. sf