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Technology Stocks : IDTC Options Players (losers and whiners) -- Ignore unavailable to you. Want to Upgrade?

To: Tony A. Matthews who wrote (255)	1/24/2000 5:09:00 PM
From: Madharry	Respond to of 593

It will be interesting to see what happens to IDTC as shorters start doing their thing with NTOP. $19 and change tomorrow? Idea: Probably should find the dot.coms that are spending money for superbowl ads this years and short them. Probably will be the lowest rate superbowl game in years.

To: Tony A. Matthews who wrote (255)	1/24/2000 6:25:00 PM
From: blankmind	Read Replies (1) \| Respond to of 593

you have the right idea that idtc should sell out, the problem becomes how do you make up the difference between the share price and the actual value of the company? justifying that type of premium could sink the acquiring companies share price. and god forbid if the cfo of idtc remained as cfo of the combined companies.

To: Tony A. Matthews who wrote (255)	1/25/2000 4:44:00 PM
From: Hawaii60	Read Replies (1) \| Respond to of 593

Happen to agree with you on the pre paid portion of what you said. I have talked to many analysts and ALL of them just do not like that business. It's not that it's not profitable or anything. It is just deemed sort of unsavory I guess because of where most of the cards are sold and the people in the business. I thought it would help when AT"T and WCOM got into the business but it hasn't. The wholesale side too has proven disasterous for most other companies. There is not a telecom analyst out there who hasn't been badly burned rec. some company that either went belly up or bankrupt with it. However, I do think being the carriers carrier so to speak will serve them well getting into fiber and also opens doors as others don't view IDT as competition.