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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?

To: Hawaii60 who wrote (20073)	4/12/2000 3:32:00 PM
From: fromBermuda	Respond to of 30916

H60 is spot on with the growth and margin perspective ... This stock isn't going to move and stay up until the institutions come in heavily. They won't come in until the analysts initiate coverage with strong buys and high targets. Telecom Analysts are myopic, and when the actually see (or get strongly guided) toward the top line growth coming from the ATT "partnership", as well as the improving margins due to being low cost supplier with T, then this stock will be off to the races. IDTC was a Worldcom reseller for domestic LD. ALL that business is immediately migrating to T's network at lowest industry cost. And IDTC will be terminating a lot more of the overseas traffic of T. It is clear as day, not to mention the usual organic high growth in Europe via calling cards, where IDTC is the best deal by far for pan Europe use. Other things like sexy deals, caller pays, licensing fees, other partnerships, future spinoffs etc will only engender the quick pops followed by the "sell on the news" types and fast money. It is incredible that with what has been announced and SIGNED (read the 8K, it's airtight good for IDTC)we are now trading below where we were before the T news. Unbelievable, but we are caught in the eddies and riptide of the NASDAQ uncertainty. However, that said, I have never been more confident of a very big price adjustment to reflect the value inherent. Just can't say when, but I think the catalysing event will probably be the analysts recommendations and coverage. This will come, be patient.... IMHO, fB

To: Hawaii60 who wrote (20073)	4/12/2000 5:56:00 PM
From: blankmind	Respond to of 30916

h60, outstanding post, i hate to muddle up the board with your insight and then people have to read me:-( 1. t leasing the sq from idtc explains more about the move. 2. nice find on t purchasing idtc shares. 3. i will have to wait and see on the margins, but idtc did an impressive thing when one examines they increased last q and we have seen what has happened recently to strx and pgex. 4. remember to bend and lift with your legs and not your back. for those who also need someone to help them move, hawaii is still available most weekends, just pm him.