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

To: 613 who wrote (21338)	7/31/2000 4:27:06 PM
From: Doug F	Read Replies (1) \| Respond to of 30916

613 - on NTOP making money NTOP revenue streams (non IM)) International retail minutes (high margins) Domestic retail minutes (crap margins) Commercial retail minutes (see today's PR) Gateways - either NTOP's own or licensing model (ala QCOM) Click2Talk Benefits/revenues from IM agreements (ICQ/MSN/Yahoo) Ad revenue Cross sell opportunity for YAP gear Cross sell for regular phone services 613 - I think the IM deals are more a cross-selling and mindshare/marketing move than a direct revenue deal - ad rev won't be much more than cost of services. The significance of all of this, is that if NTOP technology is adopted as a standard for VoIP, it's all over - it's QCOM II! To get a home run like this though, you have to get everyone using your stuff. Sometimes that requires providing free services.