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

To: Hawaii60 who wrote (23161)	1/31/2001 9:07:54 AM
From: SteveJerseyShore	Read Replies (1) \| Respond to of 30916

"But belatedly entered Tuesday" Is this the proof we need that T is now using NTOP as their Voip provider? Our approach to AT&T stems from the ideas, as we interpret them, of great long-term investor Warren Buffett. The Oracle of Omaha is known- -and sometimes criticized--for owning companies only in industries he can ``understand'' and that have large ``moats'' protecting their businesses from competitors. A deep and wide moat can take several forms, including a large customer base, well-known brand name, or financial strength. These are things AT&T and its long-distance businesses have had in spades, but this is no longer the case. Just look at the numbers: Business services forecasts flat revenue with a 6- to 8-percentage-point margin slide in 2001. Consumer services sees revenue falling precipitously, with margins shrinking as well. Newer technologies, like wireless and voice over the Internet (a business AT&T is invested in through Net2Phone (Nasdaq: NTOP - news), but belatedly entered Tuesday), are breaching the old long-distance castle's walls. biz.yahoo.com