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Technology Stocks : Net2Phone Inc-(NTOP) -- Ignore unavailable to you. Want to Upgrade?

To: jeffbas who wrote (641)	8/29/1999 1:12:00 AM
From: R.E.B.	Respond to of 1556

jeffrey, don't forget that with the article comes a whole new following. Also, after $100 expect a 3 for 1 stock split or maybe 4 for 1 depending on how much above $100 it settles. After that, the sharks will circle and analysts will sharpen their teeth to dig in to some future growth by front-running their upgrades. It's happened before. If the technology is indeed as unique as we think, the price may fluxuate some, but overall it will hold and continue to grow.

To: jeffbas who wrote (641)	8/29/1999 9:54:00 AM
From: Hawaii60	Read Replies (4) \| Respond to of 1556

Jeffrey, thanks for your post. People are always looking for the next AOL and I this may fit the bill. It is rare for a new Internet company to launch an IPO with investors such as Softbank, AOL, GE and NBC Internet. Essentially the company is partnered with the largest ISP, the largest corporation in America and the most savvy Internet incubator. Additionally article after article is touting Internet telephony as the next wave in Internet growth. When EBAY first came out. It had the same gross income as NTOP and was given a $150 price target by Goldman because they were #1 in their business and controlled 80% of the online auction market at the time. Which was estimated to become over 5 billion. goldmans thinking was that even if eventually they only controlled 30% after competition. They would still be the leader. The same situation applies here. The only difference being that NTOP is starting out with partners that GUARANTEE its success and already controls 80% of the paid telephony minutes in a market that is estimated to grow to 60 billion. Source:http://www.news.com/News/Item/0%2C4%2C30725%2C00.html?pt.hotmail.htmldisp.hl.ne Now, add to that that Compaq has raced to embrace the technology. Did you ever hear of Compaq or anyone else offering Drugstore.com for instance a special button on their keyboards to buy drugs? But they have a NTOP button. Split adjusted EBAY is worth some $700 now, or was. This company could easily surpass EBAYS performance. We are talking about telephone calls here not online auction. The day will come when your cable service and ATHM will offer Net2phone in a premium package. They will probably offer their standard plan, and then for $10 more premium stations and for $25 dollars more unlimited Internet and phone calls through Net2phone. Can you imagine if a company like ATHM with 100 million cable customers does this and 20 million of them take the Net2phone service? That is hundreds of millions of dollars in revenue. Think it couldn't happen? Think again: cbs.marketwatch.com How much revenue do you think it will generate when AOL's millions of customers start chatting with each other anonymously through instant messaging for an additional charge per month? How about the Netscape browser. Do you realize that Net2phone is going to be featured on the toolbar of the new version of Netscape browser due out any time now? It will then reside on the desktops, one click away for an additional 50 million potential customers. Click here for details. cbs.marketwatch.com Bottom line here is that as people come to understand this. This stock will rocket and rocket and feed on itself and it will never look back and its parent company IDTC will do the same. Right now IDTC's 27 million shares of NTOP are valued at 2 billion dollars as of the close on Friday. Literally that works out to $69 per IDTC share and the stock closed at 27 something. That is with NO valuation assigned to the core business and the core business is almost a billion a year profitable company that is growing at the rate of 70% per year and has a large national ISP that is exploding in growth. I have never seen a more compelling arbitrage situation and the markets being ultimately efficient. will not let it last long. Anyway, those are my thoughts. Happy investing to all.