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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Madharry who wrote (12621)	8/3/1999 12:59:00 PM
From: Steve Fancy	Respond to of 30916

Armin, must be some value there, but I don't think it's anywhere near $20. I also think $15 is too much and think both companies will look pretty darn bad if NTOP falls below the IPO price. Keep in mind though that I'm in the camp that AMZN isn't worth more than $25. sf

To: Madharry who wrote (12621)	8/3/1999 1:27:00 PM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

Armin, I don't know. It looks like they retail investor is being shook once and for all from IDTC and most are going over to NTOP where they probably will be happier. The yahoo's in particular were so adamant about wanting NTOP shares that the lower it goes the more of a bargain they think it is. Therefore many are exiting IDTC and going for NTOP. Combine that with the weak market and we got a situation ripe for volatility. Clearly, any reasonable person usinfg any reasonable valuation would consider IDTC a complete giveaway at these prices. But, until these folks get positioned in both stocks they will not be stable IMO. Can't believe that arbitrage players aren't all over IDT yet. THAT, could happen any time.