SI
SI
discoversearch

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.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Madharry who wrote (7937)8/2/1999 8:50:00 PM
From: Roger L. Chuchen  Read Replies (1) | Respond to of 78844
 
Hi, Armin. I just read the section of IDTC's description of its internet telphony subsidiary - NTOP. The passage briefly mentioned that the internet telephony market is expected to reach $1 billion by 2002. However, NTOP is already valued by the market at $1+ billion! Barring that NTOP is going to gain 100% market share, it is currently overvalued at $23 a pop. Hence, IMHO, IDTC is not as much of an asset play as originally thought.