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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: SKARLOEY who wrote (2591)8/29/1999 3:11:00 AM
From: steve harmon - analyst  Respond to of 4337
 
idtc - i thought a combined idtc/ntop a better play than a spunout ntop

my theory is that ip communications is the future and that net2phone was a part of idtc's package in house

the ipo was more of a marketing event than people may realize in my view

ntop at $3.5 billion looks way overvalued and
idtc in fact looks way undervalued at $654 million