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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: RRICH4 who wrote (12950)	8/22/2001 1:52:31 AM
From: Paul Senior	Respond to of 78765

RRICH4, ITXC stock might work back up. Then again, it might not. Stock is very low and below cash and with a good story. But it's not alone in its business. IDT (IDT, IDTb, NTOP) is bigger and also aggressive in that business. And these stocks sell below cash value too. I have a position in IDT. I see at least 3 risks with IDT which might apply to ITXC: 1. While phone transmissions are going to go over the internet, it's not clear which, if any company (ITXC, NTOP, others), will survive to prosper. That is, no clear winner seems to be emerging (imo and I'm no expert.) 2. Cash protects the investor. But there's a burn rate. I can't tell when losses will cease. (I only assume they will.) 3. It's one thing to buy a dollar bill for 50 cents. It's another to have to wait to cash that bill in for the full 100 cents. That is, I'm a long term holder of IDT, but patience doesn't seem to be rewarded here. I suppose I might hedge my IDT bets by buying ITXC, but for now I'll assume - with no factual backup - that there's room for both companies in the burgeoning business. Paul Senior