To: Bill Zeman who wrote (2289 ) 3/2/1999 11:35:00 PM From: Secret_Agent_Man Read Replies (1) | Respond to of 30916
message from the real HAVEHUNCHBUYBUNCH by: Havehunchbuybunch 30666 of 30666 I think H60 is right in his assessment of the events of tomorrow. The stock hasn't moved because it really belongs here right now. It wants to be a 12 stock. Don't get me wrong, I think it's grossly misvalued comparatively speaking, to the T's WCOMs and others, but, after all our heritage is that of a CLEC, and at the end of the day we are being bunched together with the STRXs and PGEXs. These are fine companies, and are profitable in their core businesses, just like us, but the major difference is that they have no internet presence, which is the key to the future survival in this industry. Neither do they have ISP's, which although a commodity business will be used as the engine to tie the whole package together for the account holder, voice, data, internet, longdistance, local, and addons like email, shopping discounts, video, and neighborhood. It's going to be sweet, and our positioning is unique. Like I've said before, a substantial amount of dd on this one indicates to me that things are being held pretty close to the vest. Today, most of IDT's senior management was off on holiday. Nobody, and I mean, nobody, got their calls returned. I don't believe they are whistling in a graveyard. They have been working hard, for themselves primarily as they are shareholders too, but also for you. We will begin to see the first glimpses of the master plan tomorrow. I think the earnings ON AN OPERATING BASIS, will be spot on. I think that the bond issue will be laid to rest, if not announced as completed, perhaps sans routine paperwork. I think the corporate investor and ipo will be announced concurrently, when the red herring is issued, and tomorrow we'll only get hints, albeit a little clearer and louder hints. In all, it will be a good conference call. This is what my experience and observations of the market are telling me. Tomorrow we'll see. Good night all.