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

To: Secret_Agent_Man who wrote (1432)	1/15/1999 7:52:00 PM
From: neverenough	Read Replies (1) \| Respond to of 30916

Excellent, I just went to ezsurf.com downloaded the Net2Phone software clicked on Amazon.com and it patched me right through. Even though I've been on hold for a couple of minutes everything worked perfectly. This is great for people who still don't want to give their credit card info over the net, or for someone who just has a question. I have one question, where is the PRESS RELEASE? They also credited my Net2Phone acct with 60 minutes of free long distance calls.

To: Secret_Agent_Man who wrote (1432)	1/15/1999 8:52:00 PM
From: Secret_Agent_Man	Read Replies (2) \| Respond to of 30916

My Take by: IU_Basketball 15595 of 15597 I listened to the conference call, and came away not simply confident in the potential of IDT, but satisfied with the nature of the problems they face in terms of "growing pains" (and its very nice all this is framed by profits). Telecom wise, they are playing catch up to demand. They are putting in place their own network, AND improved in-house technology which will not only meet their needs but the needs of others. They are already hard at work in creating a major presence in Europe. They sounded well on top of the costs of all aspects of their business and are addressing these in detail. IDT is arising as an intercontinental contender. Internet wise, they warned that the underwriter (Yes there is one) and counsel have limited what they can say. The internet business is 'dragging' down their earnings, but they feel they are putting in place an internet enterprise which could generate "one billion dollars" (in the words of an analyst.) How they treat this enterprise will be with an eye towards enhancing shareholder value, and not selling it off. Within 6 months (being conservative) the entity will be on its own. The operational problems of IDT in handling the fast growth of the telecom side, and the challenging internet venture, are being dealt with by better organization in management. People with very successful track records will be focused on the specific responsibilities before them, be it telecom, or internet. The question of options is a good one. I believe that success lies in the hands of the people of an organization. To field the best team you are going to pay top dollar. This is true if your Eisner at Disney, or Weill at Travellers. Fortunately IDT has a business in place that will more than generate the returns to justify management's options. And management will be prudent in exercising it. In short, management is not sitting on its hands, and understands what actions are necessary to fuel IDTs tremendous growth, and exploit the opportunities at hand. If you are waiting day to day though for the spin-off, think in terms of weeks, though already now you can see it is taking shape.