SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?


To: Hawaii60 who wrote (11128)7/10/1999 1:08:00 PM
From: blankmind  Read Replies (1) | Respond to of 30916
 
1. 8-10 cents from ntop. there is some disagreement from the cc based on the fact that idtc has controlling holdings of ntop, that it will be less than the 8-10 cents hj mentioned. either way, it will be positive going forward for idtc and earnings.

2. loan payment. clearly a win-win for idtc. they receive the 7 mill, plus they do not have to pay interest on the 7 million.

but this is where it gets sticky for idtc investors. last q, idtc should easily have made the q. no ifs, ands or buts. but will mgmt control expenditures and hiring?



To: Hawaii60 who wrote (11128)7/10/1999 1:37:00 PM
From: Andrew H  Read Replies (1) | Respond to of 30916
 
H60, are you quite certain "earnings will improve by 8-10 cents per q just by eliminating the net2phone marketing and expansion costs."

I have seen a good bit of confusion over that issue, and some say since IDTC owns over 50% of NTOP, that most of NTOP's expenses and losses will be shown as part of IDTC's earnings statements.

It would be great to get some real authentication regarding this point.