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

To: Herschel Rubin who wrote (22953)	1/3/2001 11:41:29 AM
From: Art Baeckel	Respond to of 30916

Herschel, I DO respect your opinions. My question is how do they estimate the money on the sidelines? If I would have got out of the market as late as May for ca$h, my portfolio would be 4.185 X as much as at the present. Who is to say that the average Joe didn't think the way I did and kept buying "thinking that this has to be the bottom"!!! I mean it never ended for most of us. If the money was lo$t, then there isn't any money on the sidelines. After watching what money a lot of "Fund Managers" lo$t, I'm not convinced there is the $$$$$$$$ sitting on the sidelines as some think. IMHO. Thanks, ART

To: Herschel Rubin who wrote (22953)	1/3/2001 12:30:49 PM
From: Arrow Hd.	Respond to of 30916

Herschel, some good points. On point 1, the cash on the sidelines may be at its highest level but is it institutional cash or individual investor cash. The question becomes which cash can we depend on to flow to NTOP or IDTC. I would think that NTOP relied on individual investor cash to drive its share price appreciation in open market activity (disregarding alliance investments). IDTC may attract more institutional money but their inability to manage earnings and/or provide any meaningful form of guidance scares the institutional money away. You are both an institutional investor and an individual investor and are attracted to the value in BV/cash but are you less enamored to either's management? As an individual you would be more inclined to invest your personal money than your pension fund's money? Thats a guess of course but since you represent both venues I would be particularly interested in your thoughts on this. There needs to be some reason for the sideline cash to flow to NTOP or IDTC no matter who controls it. Its possible it will flow simply on value but visibility, catalysts and momentum have had more impact in the past two years. I'll take any flow for any reason but I am worried about continued frustration here. Thanks in advance for any input.

To: Herschel Rubin who wrote (22953)	1/3/2001 1:54:20 PM
From: Hawaii60	Respond to of 30916

deleted by H60

To: Herschel Rubin who wrote (22953)	1/3/2001 4:00:35 PM
From: savvyguru	Read Replies (2) \| Respond to of 30916

Herschel/Arrowhead - there is a ton of cash out there and growing every day. Employee pension plans, 401ks, rollovers, bond and CD maturities, whatever. It only takes a couple of the leading mutual funds to change their allocation and money will flow in large quantities back into tech stocks as everyone jumps on the bandwagon. One thing for sure, though, is there will be a much greater emphasis on earnings and there already is a greater awareness of burn rates. NTOP and IDTC will need to demonstrate how they will make money as well as grow earnings if they are to attract any serious institutional attention. Savvyguru