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

To: Cyberhoward who wrote (21880)	9/21/2000 4:42:14 PM
From: Arrow Hd.	Respond to of 30916

Cyberhoward, thanks for listening to the interview. I have not yet but I think claiming ADIR is accretive is almost a gross understatement by Balter. ADIR is almost nothing more than a shell corporation that facilitates existing profitable businesses. ADIR will get marketing assistance from Cisco and its alliance partners plus NTOP and its partners. Cisco will manufacture and transfer price the hardware products to ADIR on a cost/plus methodology. The NTOP intellectual property is mostly pure profit. Assuming that Cisco and NTOP agree to recognize their financial gains "through" ADIR versus "to" ADIR then ADIR should be almost immediately accretive and the margins should be obscene. All IMHO and my apologies in advance to the thread for being a bitch the past few days.