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

To: Gutterball who wrote (383)	8/3/1999 8:56:00 AM
From: johnny grosso	Read Replies (1) \| Respond to of 1556

It is typical for an IPO to trade lower after it comes public. If you get a bad day, it can very well trade much lower--this doesn't mean shit about the ong term viability of the company. ALso, remember that many people are unsure of new issues, they have not been "hyped" yet by analysts or tested by time, plus many people can not think for themselves. DOn't be scared by Ntop's price movement. No matter what happens in the future, NTOP is a strong company now--they have solid revenue, and deals with the top internet players. there are also a ton of reasons why an AT&T will not stomp on NTOP. Remember that NTOP is number one--until that changes, this stock will go much higher.

To: Gutterball who wrote (383)	8/3/1999 10:50:00 AM
From: Rob Aronson	Read Replies (2) \| Respond to of 1556

Meckenstock, thanks for that post. You illustrate the exact reason I am in this stock. When I started getting overseas net2phone-calls some months ago, I began watching the company. I have overseas relatives that use this service exclusively for international calls and it has cut their bills substantially. And, I might add that these are not technical users but people with an eye to save money. As for the quality, I don't think that it is much worse than the satellite links that you used to get before undersea fiber rolled out so substantially. There is some static, a slight delay, and some distortion if you try to talk simultaneously. I do not think that this is an issue at this point. The main reason to use it is cost savings... and this trumps the quality issue by far. You get used to it. After all, your present phone service is not stereo quality, nor was it meant to be. And, by the way, you know IP telephony will get better. These infrastructure issues are being addressed. For domestic long distance calls, they do provide a cost advantage for a heavy user... although their present domestic rates are within striking distance of your "standard" long distance carriers. It is not outside the realm of possibility that the bigger companies could open a price/tarriff war that will attack net2phone prices here. I think that is the reason that they have done much of their marketing offshore (someone please confirm that 60 percent of revenue is foreign). International use has the most obvious benefit and has insulation from such attacks. I like this company out of the gate because it is the only one that I see being used in this space (not that their are not or will not be others). The A&P guy makes a few points which I will keep aware of. True, the public is accepting risk here (that is nature of common stock) and I am willing to take some on this company. I won't bet the farm but I'm not going to stay out either. In the end, the positive energy coming out of this company far outweighs the negatives that I see. Shorters dwell on negative energy. That is who they are and what they do. It is a philosophy. Fine. We need someone to illustrate the negatives in our stocks and in ourselves. I actually like to see them come around because they make things cheaper and pressurize the float for a good company. And one always like to buy good companies cheaper. Time will tell. Its only money.

To: Gutterball who wrote (383)	8/3/1999 10:52:00 PM
From: Gutterball	Respond to of 1556

List of countries Net2Phone is in... 34 countries and counting (Update 1) BTW, they are in more, I just haven't found them all. Argentina talk.to Argentina businesscuyo.com.ar Australia prodev.com.au Austria download.at Brazil pc2phone.com.br Bulgaria bol.bg China net2phone.com.cn Colombia telesat.com.co Croatia micros.hr Czech Republic phone.cesnet.cz England lansystems.co.uk France net2phone.com France Excite excite.fr Germany net2phone.de Germany tucows.fh-reutlingen.de HongKong net2phone.com.hk Hong Kong tucows.pacific.net.hk Indonesia hyperion.centrin.net.id Ireland thecia.ie Israel netvision.net.il Italy teta.it Italy i-2000net.it Italy net2phone.lt Japan marinet.or.jp Japan freepage.total.co.jp Korea warema.chungnam.ac.kr Latvia n2p.sal.lv Lebanon dot-lb.com Lebanon bit.com.lb Malaysia gv.net.my Mexico trec.com.mx Netherlands rvscom.nl Netherlands tucows.globalxs.nl New Zealand binary.co.nz Panama panama-today.com Poland ii.com.pl Romania oltenia.ro Portugal plus.ua.pt Russia listsoft.ru:8102/programs/pr43.htm Singapore net2phone.com.sg South Africa netxpert.co.za Switzerland worldcom.ch US Sites IBM - www01.ny.us.ibm.net IDT - idt.net *Additions to the list