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

To: Jules B. Garfunkel who wrote (12770)	8/5/1999 3:34:00 PM
From: Steve Fancy	Read Replies (4) \| Respond to of 30916

I think IDTC will likely be bought. I have stated several times that almost all my input on this thread up to a week or so ago was directed up through the IPO. It started with a major brow beating I took because I did not see the wild IDTC/NTOP gains with the IPO and got a little out of control from there. I'm having a hard time changing to a longer term focus with this stock, but I have also stated a couple times that I'm on the fence with IDTC. It's NTOP I don't like. Seems their technology can easily be replaced...why buy NTOP except for the name they're trying to create...unless they can create a large enough active user base fast? regards, sf

To: Jules B. Garfunkel who wrote (12770)	8/5/1999 3:52:00 PM
From: John Romeo	Respond to of 30916

Jules, no one has taken into consideration the increased bandwith available this very moment from companies like At Home. I use the cable modem service. I don't know what I would do with out it.I can download multimegabyte files in less than 2 minutes.I pay $10/month for modem box rental, which will be eliminated soon when new DOCSIS generic versions are available for purchase. I pay $30/month for ISP and services, including Netscape Communicator. I have been on their quarterly conference calls and CEO Tom Jerolunic admits that price cutting is part of their stategic outlook. So,pricing pressure is so pervasive now,even the best of breed in ISP and bandwith convergence agree it will continue.