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

To: Ted W. who wrote (1220)	12/4/1998 1:27:00 PM
From: HVN	Read Replies (1) \| Respond to of 30916

ted, I'd love to hear what IDT's long term strategy is.... coz. i can't seem to find something that's viable. The kind of people taking large positions in it are not necessarily taking these positions for the long term. One industry I'd like you to consider is the paging business - made fortunes for some, and made paupers of others - and the industry has almost NEVER made a profit for almost 2 decades. IDT's business is in a shrinking margin segment. Look for parellels in the airline industry - few large players, and the smaller, profitable ones need to be awesome at what they do - aka, Southwest Airlines, etc. I guess in this case, people are anticipating that of the 3-4 large RBOCS which will remain, AT&T/TCI, MCI WCOM and Sprint, and the 1100+ CLECs, IDT will survive. Like I said earlier - Fingers Crossed! :)