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Technology Stocks : IDT *(idtc) following this new issue?* -- Ignore unavailable to you. Want to Upgrade?


To: Tom Gebing who wrote (1137)10/9/1998 1:39:00 AM
From: Cavalry  Respond to of 30916
 
this is a company that posted positive earnings surprise, one of only net type companies evening showing a profit, heavy institutional ownership, given a strong buy or buy by almost every analyst who follows them, ibm's new best friend, people should avg down instead of crying, s&p credit rating was great, dont you realize how much cheaper idtc can borrow and finance,
s&p is very thorough, they called boston market a sinking ship over a year ago
what a deal idtc is at $15.

cav



To: Tom Gebing who wrote (1137)10/9/1998 5:23:00 PM
From: HVN  Read Replies (1) | Respond to of 30916
 
Tom, I'd be interested in hearing what you see as this company's long term prospects. Frankly, I'm quite concerned about them. I can definitely see them generate value in the short term, but in the long term, they are just another bit player going after the LD market - basically selling a commodity - and competing against the AT&T and Bell Atlantics. I can see them reap economies of new technology right now, but that's not sustainable. So, what gives?