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

To: Hawaii60 who wrote (21561)	8/20/2000 8:21:34 PM
From: Cyberhoward	Read Replies (1) \| Respond to of 30916

H 60 Any way of ascertaining the actual number of shares IDT purchased. Would be helpful in determining the float in those yonder fields and would make calculations based on number of shares outstnding more accurate. By the way-thanks for the fine due diligence you practice on a daily basis.

To: Hawaii60 who wrote (21561)	8/21/2000 9:11:46 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 30916

Hawaii, the NTOP/Cisco/IDT profit model is even more compelling. Keep in mind that the entire development and manufacturing cost/expense bill has already been incurred at NTOP since they currently have this product. That will not have to be repeated from a development standpoint and therefore, since this cost/expense has most likely been absorbed already an "incremental" or "to-go" financial methodology could be used since to do otherwise could result in double cost recovery. This is somewhat similar to an OEM financial model where a company creates the product and then spreads the financial measurements over a broader spectrum by OEMing the product. Either the OEM business uses a to-go methodology and is very profitable or the profitability flows to the manufacturer's product line through an apportionment methodology. Either way, the manufacturer, NTOP in this case, gains tremendous financial leverage at the bottom line. So IMHO, the story here is the bottom line for NTOP though partnering with Cisco will drive revenue for sure and there is the same cost/expense scale for the manufacturing model since Cisco is already in this business so they bring the same to-go methodologies to the table. Then you add in Cisco's partners like IBM who also are fully enabled world-wide bringing additional scale into the equation and you have an enormously profitable business model.