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Technology Stocks : Net2Phone Inc-(NTOP) -- Ignore unavailable to you. Want to Upgrade?

To: Anthony@Pacific who wrote (187)	7/31/1999 7:51:00 PM
From: Trumptown	Read Replies (1) \| Respond to of 1556

"I think that IDTC,...pulled a major coup by dumping Nettophone" That's the point...since NTOP had no revenues and negative earnings...IDTC should be a much stronger co without it... IDTC should show strong rev growth, and as a result of the spin out, increased earnings and BV... I have no reason to doubt your investment prowess...however, I'm curious as to what you believe will drive IDTC back to mid Jan lows (below 10?). Last time it was there, was in the wake of downgrades, poor earnings and failure to spin out NTOP... Those conditions don't exist now...the market is weak, but analysts are upgrading IDTC (fwiw)...and the earnings drain is gone...what will drive IDTC down from here? SR