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

To: Rajiv who wrote (13369)	8/23/1999 9:52:00 PM
From: blankmind	Read Replies (1) \| Respond to of 30916

but that is the beauty of the cbs and dj stories, with both of them highlighting the fact idtc is worth about 40 (idt could not put out such a great press release touting how undervalued it is and now it gets major news services to tout the fact), based soley on its ntop holdings. clearly investors so far have discounted idtc core internet and phone biz (worth zero on 1 billion in revs) worth at least 28$, and idtc ntop's holdings worth around 40, to making idtc worth about 60. now idtc must meet the q's estimates. it is possible idtc would decline some if ntop declines, but more likely idtc should be able to hold its own, since investors feel ntop can not keep up its current appreciation and have factored in the ntop discount already. but if ntop continues with such a high premium, idtc will push much higher and close the gap. at least we can ntop does not collapse and hence stunt the growth of idtc, but investors have idtc ready for some retrcement of ntop, and if no retracement, ready to see idtc go much higher.

To: Rajiv who wrote (13369)	8/23/1999 10:07:00 PM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

What you suggest is unlikely. It is what I thought would happen today. I actually sold my NTOP on Friday at the close because I anticipated a better buying opportunity today. However, NTOP appears to be turning into one of those stocks that just rocks. Consider that the company will definately be releasing major news tomorrow on NTOP. Consider that the CEO will be on Powerlunch at 1PM. Might people sell the news. Maybe to the tune of $5 but then I expect an immediate regrouping and to break even todays highs. IMO initiating a short position in IDTc at this time was suicidal. The stock just closed above its 200 and 50 day MA today and could take out 100 tomorrow. The chart hasn't looked this good in a long time and arbitrage will start playing an important roll in 5 more days. Right now if yu buy idtc, it is like they are paying you $17.00. If this maintains, an efficient market will transfere the value to IDT and you will be road kill IMO.

To: Rajiv who wrote (13369)	8/23/1999 10:30:00 PM
From: Aye Min	Read Replies (1) \| Respond to of 30916

When a Net stock rocks, IT ROCKS. I think NTOP will go higher. We have not heard analysts upgrades and NTOP's business deals yet (compaq..). This week and hopefully next week, we'll be seeing tons of press releases from NTOP. Besides, market poise to go higher. And don't forget momentum investors too (just look at PHCM). I am going to ride NTOP for a couple more weeks and then wait and see. Actually, I welcome shorters at this point now (not 3 weeks ago). For IDTC, I may not have to wait till Sep. still holding regards