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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Pendretti who wrote (8255)	9/14/1999 4:25:00 PM
From: Madharry	Read Replies (2) \| Respond to of 78816

Rene, I believe that some of the NTOP stock is pledged to banks who have loans out to IDTC. Also it is very important that IDTC retains a controlling interest in NTOP because NTOP will be a major user of IDTC's infrastructure and lease commitments. It is very difficult I think to place a realistic value on NTOP as so much will depend upon the competition and growth in Europe, Latin America and Asia. But I Believe that IDTC other assets are worth at least $15, and its interest in NTOP at least $20 so I bought back as I can see a return in excess of 40%. I would appreciate your thoughts on NITE if you have any. It is the one stock that is hurting me right now. The consistent downward trend has me mystified.