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To: ItsBullMarket who wrote (30217)	1/6/1998 11:01:00 PM
From: elk	Respond to of 31386

Himanshu, IDTC is indeed in New Jersey, as am I. So watch it or you get thrown into the Hackensack River, just kidding:-). We are not all bad people here.<GG> I invest in FTEL, though I think IDTC is a very good company and a good long term hold. FTEL is a better value, IMO, due to the fact that they are a hardware manufacturer with all of their own technology. That yields a much higher profit margin then the service arm of the business. That aspect they cover with FNET, their subsidiary. Having complete vertical intergration gives them a unique position in the VON sector. All the resteither do one, or the other, or buy their components from NMSS or DLGC types and repackage as their gateways. They are also widely credited with having superior sound quality to the competition. From my understanding, though I haven't read it, there a\was a major article in Computer Telephony magazine for Jan, that was on the stands on Mon. This may have certainly accounted for a large amount of the attention and price increase they have attracted in the past 2 days. Also they expect to announce a large carrier contract as to who they will use as their backbone for FNET. This is a very important strategic alliance that will show how large they can become in this sector. Evan