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

To: Hawaii60 who wrote (21811)	9/18/2000 1:05:23 AM
From: Steve Fancy	Read Replies (2) \| Respond to of 30916

Tough call initally Hawaii. Somehow not quite what I expected, but sounds like it could be a winner in the longer haul. Unfortunately, all the talk of cheap rates and fierce competition may sour the chances of an internet telephony speculative run, but I should have anticipated this as I've maintained rates were going to near "0" going back a long way on this thread...took a lot of heat over that prediction<g>. NTOP certainly has some big names behind them on this, and I believe the product their new company will market has a lot of potential if they're software is amongst the couple best available. I am not familiar with the competition in VOIP management software, nor am I familiar with the market for this product currently , and future predictions. I suppose we'll hear some opinions on this over the next day or so. Many questions come to mind regarding both NTOP, its shareholders, and IDTC, but I'll wait and see where this goes over the next few days before I raise them. I was really expecting something pertaining to the "mystery switch" and can only guess now that this either never was or is dead? The talk of fierce competition may sink other internet phone stocks...of course this is something we have all anticipated<g>. I have no idea how it will impact NTOP in the morning but my gut feeling is it'll pull back a tad from the afterhours close Friday....hope I'm wrong though. What do you think? sf