Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : DGIV-A-HOLICS...FAMILY CHIT CHAT ONLY!! -- Ignore unavailable to you. Want to Upgrade?

To: drivaldog who wrote (26298)	9/20/1998 6:39:00 PM
From: DavidCG	Respond to of 50264

David, absolutely correct! I'm not sure if people are aware of this or not..but if ONE more expensive IP Telephony company like IDTC is "hot" to the analysts...ALL IP Telephony companies become hot. In fact, what you want is companies like IDTC to exceed expectations in earnings this quarter to show the world just how hot this IP Telephony arena is. It WILL spill over to DGIV and other IP telephony companies. So, GO IDTC! Drag the entire sector higher. -DavidCG

To: drivaldog who wrote (26298)	9/20/1998 6:41:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 50264

look at the profit margin on IDT only 3.1% (April, 98) I am hoping DGIV can do better. I hope so as well. Two factors that help are (1)foreign margins are typically much higher than US margins, and (2) DGIV's overhead is very low, because with JV's they basically get a customer base handed to them, instead of having to market. That having said, I think that profit margins will equalize in the long term, as the competition heats up. Also, even if DGIV has much higher profit margins, it is offset by being in parts of the world that are struggling economically, at the present time anyway.

To: drivaldog who wrote (26298)	9/20/1998 7:36:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 50264

Hi David, From reading the April IDT article you referenced, what would you say the author's intended message is with regard to IDT's breakdowns, along the lines of what is derived from (1) VoIP services, versus (2) switched and (3) wholesale SS7/C7 services? >>As a refresher on IDT Corp read this article from Motley Fool and by the way look at the profit margin on IDT only 3.1% (April, 98) I am hoping DGIV can do better.<< Regards, Frank C.

To: drivaldog who wrote (26298)	10/11/1998 8:58:00 PM
From: drivaldog	Respond to of 50264

In the information age, networking and strategic alliances are some of the puzzle pieces for creating a successful next gen telco. Observe the latest news about IDT Corp., teaming up with Frontier Corp. in a 52 million dollar deal to offer "bandwidth and maintenance." It is a matter of time for DGIV. (IMHO) --------------------------------- TO SEE THE ARTICLE GO TO: <http://biz.yahoo.com/bw/981007/frontier_i_1.html> Wednesday October 7, 10:01 am Eastern Time