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

To: vinh pham who wrote (11240)	7/12/1999 2:31:00 PM
From: blankmind	Read Replies (1) \| Respond to of 30916

maybe hawaii will elaborate, and i have some thoughts and questions: - aol might want idtc so t and rbocs have to play ball with them? - can aol leverage an idtc acquisition so to force t to open its cable access to aol, depending on how much traffic idtc routes of t traffic? -aol may want idtc because they may want the telephony business? -aol may want the isp customers (hispanic and europe)? we know aol want to expand in europe and the u.s. growth has slowed, both would fit nicely into their known plans. hawaii care to comment further?

To: vinh pham who wrote (11240)	7/12/1999 2:41:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 30916

vinh, I would have to disagree with the statement that IDT would be a "perfect fit" for AOL. I do agree that NTOP would be a perfect fit, as would the ISP service, especially with its newly enlarged numbers of Hispanic subscribers, as well as Genie. Also if IDTC were really to buy into the Dutch ISP as H60 suggested. And the DSL connectionas well. However, I doubt that AOL would be interested in IDTC's long distance business, although they do seem to have special deals with Sprint and MCI for good phone rates for AOL customers. The real question here that I see is why would AOL, itself, want to get into the long distance and calling card businesses?