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


To: Andrew H who wrote (1510)1/19/1999 5:32:00 PM
From: Howard C.  Read Replies (1) | Respond to of 30916
 
I've missed some of the postings....is something about to happen to enhance the perception of IDT as an "Internet" play?



To: Andrew H who wrote (1510)1/19/1999 6:14:00 PM
From: Hawkmoon  Read Replies (2) | Respond to of 30916
 
Andrew,

I believe you have to substract liabilities from the book value. And much of the cash was raised through their bond offering, I understand.

That is a debt, and thus should count against book value as it would have to be repaid.

However, on the other hand.. am I just stupid for believing that this company will derive substantial revenues from licensing its click2talk feature to various website and portals??

I mean really... this feature is one of the things that has been lacking on the internet. The ability to get a call back from a live human voice is a feature that should not be underestimated.

Are they just going to give this capability away and not charge anyone for it??

Not very friggin' likely....

I really want to know who trained these analysts.... I really DO want to know.... <sigh>.

Regarsd,

Ron



To: Andrew H who wrote (1510)1/19/1999 6:24:00 PM
From: neverenough  Respond to of 30916
 
Lets just hope the street does start to value IDTC as an internet company, after all not only do they have a state of the art portal with Net2Phone, their also listed in Steve Harmon's Internet Stock Index.

I got in Friday at 10 after I noticed all the accumulation in the 10 range. Someone was also buying big between 11 1/2 and 12 today.

Amazing how ones attitude changes with a little news.(VBG)