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

To: Hawaii60 who wrote (12996)	8/12/1999 11:40:00 AM
From: Steve Fancy	Read Replies (1) \| Respond to of 30916

Good call Hawaii, I thought it was pretty big news...Telefonica is huge. With an average price of approx 17 it is temptimg to buy more. I assume that is what everyone is thinking. Ah, not here...this stock is cursed. Looks like at least it's finding a base. sf

To: Hawaii60 who wrote (12996)	8/12/1999 12:40:00 PM
From: John Romeo	Read Replies (1) \| Respond to of 30916

Hawaii, spoke with you last week about margin problems on the telecom side, which you agreed had hurt previous quarters. You were of the opinion the worse was over. With these retail rates of .05 cents min, how can gross margins on the telecom biz, which is primary revenue source keep up.Forget growing. I think a slaugter is about to take place and the winners will be with the firms who have merged and can retain some sense of productivity expansion, and new sources of business similar to todays announcements.Someday those opportunities will be gone. Who will emerge, the giants.