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Technology Stocks : RSL Communications Ltd (RSLCF) -- Ignore unavailable to you. Want to Upgrade?

To: Tom Hua who wrote (64)	11/14/1999 10:06:00 AM
From: RockyBalboa	Read Replies (1) \| Respond to of 178

RSLC is a bit bigger than IDTC, in terms of O/S shares. They own around 19.5MM DDDC shares, so that implies a gearing of 35% (before IPO, no discount applied). After NTOP, it is good possible that DDDC hits the market at $50, hence adding some book value ($17.5 without discount) to RSL. RSL, a dog, rose a bit recently amidst buyout rumours, to $25 but gave back after earnings, only to rise again the last days.

To: Tom Hua who wrote (64)	11/23/1999 7:00:00 PM
From: RockyBalboa	Read Replies (2) \| Respond to of 178

As always, Tom. Thanks for the early reminder, so I was able to trade around RSLC a bit. Looks very crummy. If DDDC gets a bit cheaper I may hedge a bit, you never know whether they pull off another NTOP like jump. My $50 estimate for DDDC has been met a few days earlier when the world looked way more bullish. But it still opened with a higher valuation than NTOP. RSL won't get taken out at that P/EBITDA valuation, IMO. And there is a nasty writeup on DDDC (2nd mover, another NTOP).

To: Tom Hua who wrote (64)	12/13/1999 9:22:00 AM
From: Rob C.	Respond to of 178

RSCL should react positively to this, but then again nothing is going right for RSL these day... NEW YORK--(BUSINESS WIRE)--Dec. 13, 1999-- Relationship Between the Two Companies Brings Internet Telephony to Millions of Yahoo! Users deltathree.com, Inc. (Nasdaq: DDDC.O) announces the commencement of a global marketing agreement with Yahoo! Inc. (Nasdaq: YHOO.O), a leading global Internet media company serving 105 million users worldwide. As part of the agreement, Yahoo! will promote deltathree.com's Internet communication services, including PC to phone, through integrated text links, banner advertisements throughout the Yahoo! network of global properties, special e-mail offers, and promotions on the Yahoo! front page (www.yahoo.com). In addition, deltathree.com's technology is integrated into Yahoo! Phone Booth, enabling the users of Yahoo! Yellow Pages (http://yp.yahoo.com) and Yahoo! Address Book (http://address.yahoo.com) to simply click from their PC and initiate a call over the Internet. Deltathree.com also announced that Yahoo! has exercised a new warrant to purchase shares of deltathree.com's common stock in addition to the shares it purchased earlier this year. "Yahoo!, perhaps the most recognized brand on the Internet worldwide, presents the ideal venue for the introduction of our innovative Internet telephony products to millions of Web users. We are extremely pleased by the prospect of our Internet telephony products through a fruitful relationship with Yahoo!," said Elie Wurtman, chairman of deltathree.com. "We are very pleased to be working with deltathree.com to provide our users with easy access to deltathree.com's various Internet communications services," said Anil Singh, chief sales and marketing officer, Yahoo! Inc. "Yahoo! is committed to bringing our users the highest-quality products and services on the Web. deltathree.com offers our millions of users an easy and convenient way to make phone calls right from Yahoo! on their desktop." About deltathree.com deltathree.com is a global provider of IP telephony services and other enhanced, web-based communications services to individuals and businesses worldwide. The Company is a subsidiary of RSL Communications, Ltd (Nasdaq: RSLC.O) The Company's interactive communications portal, www.deltathree.com, is a single on-line source for the communications needs of users anywhere in the world. By combining user-friendly, web-based access with the advanced functionality of our privately-managed, global IP telephony network, we offer our users a comprehensive solution for high-quality, low-cost IP communications services. Such services currently include: PC-to-phone; D3 Box, a unified messaging service; Click IT, an e-commerce tool; Phone-to-phone; and Global roaming for accessing the deltathree.com network from locations throughout the world. This press release contains forward-looking statements within the meaning of the "Safe Harbor" provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on management's current expectations or beliefs and are subject to a number of risks and uncertainties that could cause actual results to differ materially from those set forth in the forward looking statements. For a detailed discussion of these cautionary statements, risk factors and uncertainties, please refer to the Company's filings with the Securities and Exchange Commission. --30--ym/cgo* CONTACT: deltathree.com Fara Hain, 212/588-3672 farah@deltathree.com KEYWORD: NEW YORK INDUSTRY KEYWORD: E-COMMERCE INTERNET MARKETING AGREEMENTS Today's News On The Net - Business Wire's full file on the Internet with Hyperlinks to your home page. URL: businesswire.com Copyright 1999, Business Wire