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

To: Anthony@Pacific who wrote (388)	8/3/1999 12:32:00 PM
From: 613	Read Replies (1) \| Respond to of 1556

A@P - I am long IDTC on the hope of NTOP and IDTC together and am obviously disappointed. I don't generally short stocks but have followed your posts and respect your judgement. But when you write <<You only buy a stock when You know its undervalued not when you hope it will trade higher>> there are obvious exceptions. In particular, you recommended IMCL which is a bet on the phase III trials and FDA approval. I followed you on this one - so far, so good. I am pretty sure you also recommended DEMP which is a big bet on the internet. Comments?

To: Anthony@Pacific who wrote (388)	8/3/1999 1:52:00 PM
From: Gutterball	Read Replies (1) \| Respond to of 1556

The only valid premise you've put forth on Net2Phone is that insiders may be selling. Other than that, you are blowing in the wind. I submit, Net2Phone has just a good of chance as any to make internet telephony work and with ties to Softbank and AOL that chance is better than most. Gross earnings for the first 9 mos were over $22 million and Q4 could be significantly higher -- that's the bett here! What I'm waiting for is to see those Net2Phone TV adds they've paid NBC for. BTW, in case you haven't noticed, many tech companies pay for services in common stock. As I recall, JBOH was below $3/shr before it began to run its adds. Regardless a company's performance, TV ads improved image and who knows what else many even increase revenues. BTW, NTOP is coming off its lows... 'bot time for more of you whoopass don't you think. That's about the only vote you have since you can't short it for 30 days.