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

To: Hawkmoon who wrote (1349)	1/11/1999 2:52:00 PM
From: Tom Caruthers	Read Replies (2) \| Respond to of 30916

You know...I haven't been able to get a hold of the complete report but apparently the CS First Boston's analyst's main concern is eroding long-distance charges which will ultimately eat into the margins of all long distance telcos. IMO, this is faulty analysis in downgrading IDTC. It seems to me that: IDTC is one of the reasons that long-distance rates are dropping in general I don't think any of us have seen other carriers offer international long distance rates at less than $0.10 per minute. Even with the $0.99 monthly fee for net2phone direct, it still works out to a maximum of $0.15 per minute to major European cities. That's a great deal. This price per call decreases with more card recharging/use. Calling card sales were $67 million in the last quarter...10 fold what it was the previous year and accounting for more than 50% of revenues. Leveraging mass marketing/distribution to ethnic communities, and telecom capabilities in VoIP, they are the only company that I know of who is providing international calling this cheaply. This means that yes...there are lower margins here, but if they can do this profitably....the higher volumes/ gain of market share should make up for this. Their annual report says that the regular Net2phone software division is losing money....I think it was around $1.5 million last year...not bad since it was mainly due to increased investment in the product. However....the Net2phone direct and the recently released Global Direct (uses fiber-optics at $0.12 per minute) calling cards are profitable. We'll see. Tom

To: Hawkmoon who wrote (1349)	1/11/1999 3:10:00 PM
From: John Romeo	Read Replies (1) \| Respond to of 30916

Ron, Something had to happen with those Bollinger Bands tightening up in fact I have never seen them that narrow prior to now. It is similar as a flagging chart where pricing consolidates and a big blow out will occur you just don't know which direction. So, with the breakout to 18 last week it was perfect technical move clearing upper band and breaking above 40 day mva. the 200 day regression to mean still points down so downtrend continues but stock price still holds above that level. I want to wait a couple of days,damage is done, though still mixed. Short term it is damaged and my short term indicators, time segmented volume moved to negative reading from positive.Money stream which measures rate of money coming into stock is at lowest reading, so we have a tired stock.Good news stochastics have not crossed yet down. and firm bottom to rest. I'm pissed management hasn't come out and defended the quarter I've talked to a few brokers and I agree in this market you put a release and say the quarter is doing well and on target. Failing to make that statement is onerous. I am out of the stock but was holding out for 14 1/2 last week and kicked myself when it moved to 18+.Now I am torn between the price being low but technicals of question and management no where to be found. I'm on the fence. Regards, John