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

To: Steve Fancy who wrote (12857)	8/9/1999 11:05:00 AM
From: 613	Read Replies (1) \| Respond to of 30916

<<Who's going to mess with Net2Phone when they can deal with a major Telco? >> Who 'messed' with MCI when they could have had AT&T! Your point is that everyone's margin is going to erode. But NTOP only needs a small fraction of the market to be successful. Noone is saying that they will overtake the big guys. But if their cost of a call is much less due to VOIP, they should do well enough.

To: Steve Fancy who wrote (12857)	8/10/1999 1:17:00 AM
From: vinh pham	Respond to of 30916

i suspect that IDT/NTOP's low rate may have started this pricing pressure on the big 3. :-) i couldn't respond this morning to you because i had to leave for work. anyway, in the last cc, it was said that long distance revenue is very minimal compared to international. from the recent 3Q financial report it is easily seen that the emphasis is on the international growth. here are some excerpts: <<``I am very proud of the growth in our core businesses, particularly the acceleration of growth in our carrier business which posted results well in excess of our internal targets,' said Howard Jonas, Chairman and CEO of IDT. ``We continue to see very strong demand across both our wholesale and retail divisions.' This past quarter, IDT continued its expansion efforts throughout Europe. European Telecom revenues as a whole increased three-fold compared with last quarter, with over $12 million in revenues for the third quarter. In addition, the United Kingdom, as the Company's hub for European operations, continues to demonstrate explosive growth in both retail and carrier efforts. ``Our continued focus on network investment is an integral part of our business plan, and should provide us with a platform for continued strong growth and increased market share in both wholesale and retail markets,' noted Jim Courter, IDT's President & Vice Chairman. ``We plan to replicate our UK business model to lead our expansion throughout Europe.' IDT's Paris operations were launched this past quarter, and are beginning to show solid growth. Through the recent acquisition of Orion Telekom BV, IDT is currently launching Netherlands-based operations. In addition, operations should be underway shortly in Germany and Austria, with other European countries to follow.>> <<IDT's core telecommunications business continued its strong pace of growth during the third quarter. Continued network investment is allowing the Company's wholesale and retail businesses to enhance their competitive position in the marketplace. During the third quarter, IDT's network facilities were successfully provisioned on several new routes, allowing greater penetration for both carrier and retail traffic to these new markets. Today, IDT maintains approximately 60 operating and/or terminating agreements with traditional (PTT) and competitive carriers, allowing for termination of traffic ``on-net' in approximately 40 countries. By aggressively negotiating additional operating and terminating agreements, IDT can maintain a competitive advantage in the wholesale market, and will continue to serve as a major source of capacity for over 150 domestic and foreign carrier customers, including 16 of the top 25 global Telecom carriers. ``We are very proud of the quality of our carrier customer base, which now includes more of the top-tier global carriers and RBOC's,' said Hal Brecher, Chief Operating Officer of IDT. ``We will continue to pursue relationships with major carriers worldwide as we build-out and optimize our global network facilities.'>> <<We expect continued penetration in Europe to be a major source of carrier traffic going forward, allowing the Company to further optimize network facilities through better balance of traffic. This will serve to complement the strong traffic load originating in North and South America that terminates across Europe through our Network Operations Center (NOC) in the United Kingdom. >> p.s. as IDT/NTOP builds out more POPs domestically i would expect their 4.9 cents/minute N2PDirect usage to increase substantially in the domestic LD business.