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

To: Tom Hua who wrote (11339)	7/14/1999 3:06:00 PM
From: Bill Fortune III	Respond to of 30916

Yes Tom we can only guess at best. My thinking is the if all goes well with the IPO (I believe the most expect that it will) then my feelings are that we should reach the 52wk high at minimum to somewhere in the mid-forties in the very short term. Remember this is only my thoughts on it. Regards, Bill Fortune III

To: Tom Hua who wrote (11339)	7/14/1999 3:10:00 PM
From: Andrew H	Respond to of 30916

Tom, it is really difficult to figure out the effect of NTOP on the IDTC stock price. Almost without exception, the parent runs up before the IPO and then there is a let down after the IPO. However, so far, IDTC has not exhibited any of the symptoms of the pre-IPO run up. If it continues in that vein, I doubt we will see a sell off. And the stock should head higher with the added value of NTOP, but IDTC is famous for not acting as it should. As for where NTOP will trade, it is hard to say. I expect it will be priced around 12-14. As I understand it there are quite a few shares about 46M with about 5M in the IPO float. Certainly the stock will trade up but i think the large number of shares may keep it under 40. At 40 we would be talking about a market cap of 1.84B or almost 2B which seems fairly rich at about 3 times the market cap of IDTC. Really it all depends on how IDTC can leverage the NTOP investors, AOL, SB, GE, and NBC. For example, if NTOP does some good promotions and CNBC plays it up and there is significant advertising, the IPO could really take off. Similarly if there was a deal announced to voice enable AOL chat. But there is no rule that says a parent must reflect its IPO ownership in its stock price and many examples have been cited to demonstrate this. Let's hope IDTC reflects NTOP's value. One would think the run up would already be well underway by now.

To: Tom Hua who wrote (11339)	7/14/1999 4:16:00 PM
From: blankmind	Respond to of 30916

idtc screwed up on ntop ipo, since they missed earnings last q, hence investors have not flocked to idtc. the weird part of ntop, is it is not all idtc has as far as products and market share. hence the $15 you assign to the remaining idtc portion reflects investors disdain for mgmt missing earnings going into the ipo. hence we have had zero runup. but as idtc produces winning quarter (eglo 7 million loan repayment + ntop 7 million loan repayment), we shall see idtc remaining be more fairly valued. low 30's would be fair until idtc comes out with consistent earnings.