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Strategies & Market Trends : Three Amigos Stock Thread -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (2173)	3/25/1998 11:44:00 PM
From: Phil Jacobson	Read Replies (1) \| Respond to of 29382

Sergio, Have you considered IDT Corp (IDTC)? It's a telecom company specializing in internet telephony. They're executing a very tight business plan that actually includes profits. Stock is up about 25% in one month, 100% over 3 months and fundamentals point to no end in sight, near or long term (IMO). Below is part of a post that was on the QWST thread that can get you started. Phil IDT CORP (IDTC) 39 5/16 +2 1/8. Shares of telecommunications services company, IDT Corp, have surged almost 100% since our bullish piece on Internet Phone stocks in November. At the time, we were particularly bullish on IDT shares, as the stock traded at an extraordinarily cheap 3.8 times trailing sales, while the two other leading names in the group carried Price/Sales ratios of 10 and 50, respectively. Moreover, IDTC was the only one of the three that was or is making money. Now, four months later, IDTC shares continue to represent the best value in the group, trading at just 3.47 times trailing sales. How has the valuation remained so cheap despite the stock's sharp run-up in price? Well, the company continues to post spectacular top-line growth. For instance, in the most recent quarter, IDTC's revenues rose more than 125% on a year/year basis and improved more than 29% sequentially. Over the past several months, Wall Street has finally begun to recognize the value here: 11/10, Hambrecht & Quist starts coverage with a "strong buy" rating; 11/19, Jefferies initiates with a "buy" rating; 02/20, Alex. Brown upgrades from a "buy" to a "strong buy" rating. Today, the stock is begin driven by news that Yahoo! users will be able to make low-price long distance calls using IDTC's Net2Phone service. Net2Phone enables Internet users to place calls to any telephone in the world via the Internet. To make phone calls using the new service, users need simply to download and install the free Net2Phone software available at Yahoo! People search and have a microphone and speakers for their computer. Recipients on the other end of the call do not need to be online to receive Net2Phone calls. They can answer their telephone just like they would a regular phone call. The company currently offers long-distance phone service priced at five cents a minute and also recently-announced international calling rates that start at nine cents a minute for calls from the U.S. to London.

To: Sergio H who wrote (2173)	3/26/1998 1:43:00 PM
From: Cary C	Respond to of 29382

Guess you are glad I told you to look at Hank's stock WAVO. I told you it looked good. We are just waiting for Mike. I love the companies vision and products. Of course relationships with Microsoft and Intel don't hurt either. :>) Thanks for the heads up Hank. Very nice. Cary