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

To: John Romeo who wrote (12637)	8/3/1999 11:38:00 PM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

The margin problems we experienced earlier in the year had to do with IDT having to buy circuits (minutes) at spot. This was due to the fact that demand exceeded out network capacity. In addition I heard that when IDT aquired interexchange. We simply failed to buy enough circuits in advance for this capacity and would up paying spot there as well. That was 2 q's ago. Last q, IDT was off due to the expenses of gettingt net2phone ready for ipo. These expenses have been paid back and the margin drag of 8-10 cents per q from net2phone eliminated. Two analysts so far have come out and predicted upside in both gross and net revenue. One of them was the Jeffries analyst who never really was a cheerleader. Soo, in my opinion margin problems are over. To tell you the truth. I think IDT just might have been more upfront about the problem earlier than others experienncing similar problems.