To: crs who wrote (254 ) 12/11/1997 8:37:00 PM From: elk Read Replies (2) | Respond to of 3178
crs, The last two have been good announcements and they are definitely on the right track to make you millions; HOWEVER(and there's always a however:-), they have not cornered the market nor put anybody out of business yet, so relax a little, breath deep, etc. There may not be as many NextGen telco.'s as there are old fashioned telco.'s, but there will certainly be more than one. Also IDTC can fail, I don't think they will, but it is possible for any number of reasons. There is certainly going to be a huge backlash from the traditional long distance carriers as they lose marketshare. They will either try to make alliances or go down fighting. ATT and the rest still have big muscles to flex and no one knows what kind of an effect that will have in the long run. As I said before IDTC's health is important to the rest of the sector, especially at this early stage, but if they are out of business in a year, there will still be plenty of other co.'s around. All that said, I do think they are a winner. Do you know if the 50 POP's that were announced are already installed? or is that the country-by-country rollout? Do you know how many countries the Cypress deal opens up? Also I know that you will enjoy reading this post by a very firm believer in FTEL. I post this, so that you can enjoy and feel even better about IDTC(yeah, right, like that's possible<GGGG>) not so you can gloat or bash anybody, so don't make me regret it:_)Message 2938055 BTW, there are several reasons why this didn't provide a completely accurate test, if you read some of the followups, but I know your a busy guy<G>. Counting that money must put a horrible strain on the eyes. After this BS tax selling stops, the whole sector should start moving back up. By NYE, I think it may be time to start heating up the tanning lotion, since those beaches may get a lot closer. A move you might think about, and this one is from the heart, is to roll a little of that profit from IDTC into FTEL, for a taste of what might be a nice ride. Consider this, it took IDTC 1 announcement to take that ride into the 20's. It took VOCLF 1 announcement to make it. They were sitting at the price level where FTEL is right now. They have gotten financing to ramp up production, test units have been going out at a fast pace, they are getting press, their hitting the shows, they have business relations and dealings with a lot of large Telecom and Tech co.'s, an impressive array of products and services and more. There are big things going on there. For every IDTC share you roll, you pick up 4 FTEL. If FTEL 2x's, to 9, your nice. If they 3x to 13.50, your even nicer. Keep doing the math remembering that it only takes one release to start it up. One small block will give you the leverage you had when you first went into IDTC, without effecting your core position of IDTC. How many times does lightning strike?<GGGG> Of course this entire post is only my most humble of opinions, and you should look at the numbers of the company, the 2.5 million deal they have had, and the list of customers and companies they have deals with. It only takes one. Give it a thought, if you get in below 5 you may be grinning by the time the Ball drops across the river from Hackensack. Evan