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

To: Arrow Hd. who wrote (21821)	9/18/2000 11:14:45 AM
From: Steve Fancy	Respond to of 30916

Haven't listened to the CC yet, but my gut is to bail. I guess I'll have to call in and listen sometime today, but it could retest recent lows if the call is vague even in the slightest. I think they would have served themselves better if they had lightened up on the tough business and fierce competition type comments and focused on simply expanding their horizons in a directly related field with a product they developed to suit their own needs as an internet telephony leader. FWIW, I also think that this has the potential to create enough nervousness regarding IDTC that even the slightest weakness in any plans to spend their cash could cause the stock to retest the 30 level as the talk of fire sale telephony pricing with no relief in sight will likely raise questions regarding IDTC and their core business. Didn't NTOP have a million subscribers a year ago? Is the mystery switch dead? Anyone listen to the CC yet? It'll be a couple hours before I have time. regards, sf