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

To: Andrew H who wrote (11444)	7/15/1999 11:09:00 AM
From: Hawaii60	Read Replies (2) \| Respond to of 30916

FIRST CALL RESEARCH NETWORK 08:28am EST 15-Jul-99 Jefferies & Co. (Miller, Gregory ((212) 903-2606) T FON Telecommunications Services - 2Q99 Earnings Preview (4 of 4) Emerging International Carriers " IDT Corp. (IDTC -) - In the midst of their initial public offering for its Net2Phone subsidiary (which offers both Internet and I/P telephony) we would expect the company to finish the quarter strong. We highly doubt that this company would miss a quarter shortly after courting the Street so heavily in an attempt to IPO the Internet telephony business that we have been so vocally negative on. The IDTC second quarter - We expect the company to report very strong top-line revenues, possibly well exceeding $220 million which would again be strong double-digit sequential revenue growth. With the model sufficiently "gutted" from the significant second fiscal quarter earnings short-fall, it would be extremely hard to believe this company could miss their numbers. As such, we look for EPS of $0.08 in the quarter, down from $0.20 only a year ago. Given that the company will be reporting shortly after the conclusion of the current public offering that has been talked about for nearly two years, we expect an upside surprise on this quarter's EPS projections are in store for shareholders.