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

To: Shtirlitz who wrote (1718)	1/31/1999 8:17:00 AM
From: Secret_Agent_Man	Respond to of 30916

Important post see below Re: rx_usa more by: Mr_Burns_On_Acid 20216 of 20375 > How do you evaluate Net2Phone, Click2talk, etc and EZsurf? > Both in terms of their quality and market potential. > If you can provide some crude calculations I would > most appreciate it. Are you satisfied with their quality? > If not, what improvements do you think are needed? I don't know what calculations would be useful. I believe in the future of VOIP. Lucent and Cisco are currently waging a multibillion dollar battle. And it's not because Lucent thinks Cisco is building the next generation circuit switch (A #6, I guess). It's over VOIP and the infrastructure devoted to it. I think Net2Phone is a good, general implementation of VOIP as a technology and a service. As a service, IDT's Net2Phone service is years ahead of anyone - simply out of experience. As a technology, Net2Phone has been undergoing technical refinement for a couple of years. There is strong and simple value that comes from that. Click2Talk is the glue that ties Net2Phone to the Web. Every appearance of Click2Talk is advertising for Net2Phone and an incentive for a user to install and use Net2Phone. That is a win for IDT. The larger the installed base of Net2Phone users, the better. That is why the bundling deals with the Packard Bells, IBMs, and Creative Labs are so valuable. EZSurf caught me off guard. I did not see it coming. Did yagottabelieve really come up with the idea? EZSurf is clever and will put Net2Phone in front of more people. It will also start putting Net2Phone in front of more e-tailers. Eventually Click2Talk, Click2Mail, and Click2CallMe could become standard elements on all business web sites. What I really like about EZSurf is the anticipation of what's next. EZSurf is a statement that IDT is now looking at how to extend VOIP into new applications and uses. It is a statement that IDT has built and matured the simple VOIP business of delivering phone calls - a crucial first step - and is moving into new areas. More to follow....

To: Shtirlitz who wrote (1718)	1/31/1999 9:00:00 AM
From: unclewest	Read Replies (1) \| Respond to of 30916

shtirlitz, cannot access using your url. need password. would you please copy and paste info directly to this thread. thanks unclewest, idtc long

To: Shtirlitz who wrote (1718)	1/31/1999 9:34:00 AM
From: Rock_nj	Read Replies (1) \| Respond to of 30916

I think the IPO issue came up in a conference call by IDT management a couple of weeks ago.

To: Shtirlitz who wrote (1718)	1/31/1999 12:51:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 30916

Shirlitz, do some research before you shoot off your mouth. >>I don't think there will be an IPO. If you're in only because of this, you might be disappointed. This is all BS from Yahoo. This is a long distance company<< This is not BS from Yahoo--it was stated by the CEO Howard Jonas on a conference call with analysts that there was an "imminent" event that would make Net2phone an independent company--he did not say whether it would be an IPO or spinoff or both. He also said the underwriters had advised the company to be in a quiet period regarding this "imminent event." When you have no idea what you are talking about, silence is golden.