To: George Kirlin who wrote (29388 ) 3/4/1998 11:05:00 AM From: elk Respond to of 41046
George Thanks for clarifying that, I thought I was having memory loss for a minute.<GG> As a company, IDTC is further along, but as an Internet Telephony company, their revenue, all PC-Phone based, is not much greater that FTEL. The bulk of their business still comes from VAR, international callback, the calling cards, etc. They are still a good buy, as Jonas is a heck of a CEO. He will keep them growing. However, the reason I have concentrated my investment in FTEL, as opposed to IDTC, is the potential return. IDTC last summer could have been purchased for 5 dollars a share. Now it is up to 34 or so last I checked. Thats a phenomenal return. I did not invest in IDTC as I was not in a position back then to invest in them, when they were at the low price levels. That same potential exists for FTEL, perhaps even more so, due to the fact that they have both the selling of minutes and services, in addition to hardware sales and liscensing. IDTC will probably not go up another 700%<GGGG>, however FTEL is quite capable of doing just that, based upon the precedents in the sector, Nspk, Voclf and IDTC. If you couple this with the fact that FTEL is the only completely vertically integrated VON(tm) company and the Increased interest by Institutions and corporations in this sector, FTEL is poised to make all three of them look like also rans, when it comes to share price rise. When this ride begins in earnest, the success of these aforementioned three companies will Aid FTEL in achieving levels higher than any of the competition. And IMO it will happen fast. Everyone has their own trading style that works for them and trading FTEL has been and I am sure will be profitable. Good Luck in all of your investments.