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

To: orkrious who wrote (12978)	8/12/1999 11:29:00 AM
From: Steve Fancy	Read Replies (1) \| Respond to of 30916

Jay, if it's your view that drastic cuts in LD charges won't affect IDTC or NTOP all the more power to you. It looks like the GTC announcement today effectively eliminates any reason to use IDTC for domestic calls?...at least until they lower their prices. There's a lot of skepticism out there regarding this stock...maybe you'll come up with better explanations than the ones I have offered. No one seems to know the revenue breakdown of International vs domestic calls, but everyone is sure that international calls are the significant majority of IDTC's business...go figure. Let's also remember that unless I'm confused, NTOP takes in all phone related revenue...IDTC receives a fraction of that? I don't know that IDTC will be the low cost producer for long. In the meantime, bummer reaction today...does kinda look like nothing will move this stock. Don't understand where they're finding all the sellers at this level. sf