Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: Anthony@Pacific who wrote (199)	7/31/1999 8:54:00 PM
From: Trumptown	Read Replies (1) \| Respond to of 1556

No doubt...the trends of this year have been uncannily (hehe...is that a real word?) similar to last year. So I would expect August and October to be good months to go cash or short... I do see value in IDTC...unfortunately, it seems to be accompanied by poor IR/PR What do you think of gold? SR

To: Anthony@Pacific who wrote (199)	7/31/1999 9:25:00 PM
From: Gutterball	Read Replies (1) \| Respond to of 1556

Surely you jest Tony. I don't see how you can call the Net2Phone alliance with AOL and Yahoo! negligible when Net2Phone got a hot link on their web sites. Together, AOL and Yahoo! had over 84 million unique visitors in the month of June. That ought to account for something. mediametrix.com Some of these visitors were obviously drawn into Net2Phone. How else do you explain their rapid revenue growth? As AOL and Yahoo! grow out their networks to other countries (eg; England and Japan), Net2Phone will be there with them, becoming the nice little revenue monster everybody with an attention span greater than a day trader's expects it to become. Sorry Tony, try as you might, you haven't convinced my little stem cell to sell.

To: Anthony@Pacific who wrote (199)	8/1/1999 2:48:00 PM
From: Hawaii60	Read Replies (3) \| Respond to of 1556

Anthony, please provide us with a list of "loser companies that AOL has invested in". Also, why do you describe their investment in NTOP as Firstly, I can remember when the NTOP supporters would have been happy with ANY first tier investor. As you know it is normal to give a deep discount to such an investor because the value they bring to the table in terms of assuring your success, is hard to calculate. Having said that though. The fact that AOL committed after the fact to buy an additional 750,000 shares at market (I believe) was a strong endorsement indeed. (even using your own analogy., no?