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

To: Charlie Yang who wrote (2086)	2/16/1999 11:50:00 PM
From: blankmind	Respond to of 30916

so far the odds on mr. big and the current picks: softbank 2:1 aol 20:1 any rboc 30:1 cmgi 45:1 field 25:1 name Mr. Big guess bill zeman cmgi blankmind ibm or yhoo bonagong aol dlarson5 softbank fieldeffect att - @home - ms m33806 cbs or msft marty rubin softbank or at&t newmillenium disney pascal morin lucent shtirlitz long distance carrier/nbc yamakita softbank andrew_h softbank david wise mci/worldcom marketeer time warner dbrian aol ketan thakkar ge davit wise gte nord reboc (atl/south) alexande hardin softbank btoll softbank hawaii60 softbank

To: Charlie Yang who wrote (2086)	2/17/1999 8:09:00 AM
From: amoezzi	Respond to of 30916

Dear Charlie, Thanks for your analysis. We need more people like you on this thread. Thanks again, Abdol Ali Moezzi

To: Charlie Yang who wrote (2086)	2/17/1999 8:15:00 AM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

Charlie, thanks for analysis eom

To: Charlie Yang who wrote (2086)	2/17/1999 3:15:00 PM
From: Cymeed	Read Replies (1) \| Respond to of 30916

Charlie, thanks for your fine analysis re IDTC valuation. One reason that IDTC stock price has been depressed, imo, is the concern re their pre-paid calling card business. Some investors are betting this business to be going out, so your $600 million revenue in 1999 may not be worth of $900 million capitalization, at least in some's eyes. We are caught in the general market weakness, and IDTC has been on a down trend for months even prior to that. The current weakness can be explained. I jumped back into IDTC in the $14s again after got out at the $15s. Now sufferring with everybody else. Hopefully your prediction of a $32 stock by the end of 99 will be reality, then a couple of dollar drop does not mean too much in short term.