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

To: blankmind who wrote (2310)	3/3/1999 7:31:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 30916

Looks like numbers came in as expected: Mean High Low Year Ago Brokers Expected Jan99 Q2 0.06 0.08 0.05 0.12a 7 For a historic perspective: PRIOR Reported Earnings Date Mean Actual %Surp Year Ago %Chng Oct98 Q1 0.14a 0.14 +0.0% 0.08a +75.0% 6 01-DEC-98 Jul98 Q4 0.20a 0.18 +11.0% 0.04a +400.0% - 28-SEP-98 Apr98 Q3 0.15a 0.14 +7.0% 0.01a +1,400.0% - 22-MAY-98 Jan98 Q2 0.12a 0.11 +9.0% -0.09a -- - 19-FEB-98 Oct97 Q1 0.08a 0.06 +33.0% -0.15a -- - 18-NOV-97 Also of interest(short: IDTC Days to Cover Decreasing for 6 Consecutive Months viwes.com Amigo Sergio

To: blankmind who wrote (2310)	3/3/1999 9:06:00 PM
From: Charlie Yang	Read Replies (1) \| Respond to of 30916

Growth, Innovation and Profits (an excellent view from Yahoo by kse and repost here) by: kennedy__style__entrepreneur 31276 of 31286 First of all, we have a profitable company, making money while building a genuine world-wide telecom business and at the same time developing an internet business of some repute. This is not an easy feat for a growth company, to make a profit while reinvesting money and time into areas for new growth, in traditional telecom business and internet business simultaneously. This is a legitimate achievement that is not too common in young companies, at this growth stage in the curve. Second, if you look at the business as a whole, demand for IDT products is authentically very substantial and growing. More customers, more minutes, more usage, almost across the board throughout almost every area of IDT business. Customers want what IDT offers. More customers every day. More in the United States & around the world. More in telecom and internet. More of everything and more everywhere. Customers are voting yes for IDT. Next, perhaps the most important criteria for a legitimate growth technology company is the revenue. The revenue numbers are extremely impressive by any measure, in traditional telecom and internet telephony, in the U.S. and internationally. Next, yes, there is a network problem and there is a first rate manager now solving it. When the networks and cost structure come into line, which is being phased at this moment for the coming months....dramatic top line numbers will translate into better than ever bottom line numbers. Finally, strategic positioning. The Company is positioned in Europe, building the capacity to carry and building the customers to carry, moving into country after country, not just in Europe but also Latin America while they build on their business in Asia. And strategic positioning with innovation, developing opportunities in e-commerce by building on the internet telephony that is already market leading with legitimate innovation with easy suft, click2talk, etc. Not to mentioning the major initiative on bandwidth, which is extremely important, and the switch project, which remains to be seen but is promising. And these new business developments have attracted top flight talent. When you look at this objeçtively, this is a company that could justify losing money for several years due to research and technological advanced, marketing costs, development of new products, moving into new business sectors. But they have managed to do this while staying prifitable with forces in motion that will increase profitability even more. I view this as perhaps the most important post I have written on IDT, because it makes the fundamental point that they have achieved business advances that requires major long term capital and technical commitment and substantial marketing....they have achieved many of these objectives and are on the road to achieving all of them.....while they have been profitable and growing at every step of the way. Do not underestimate this achievement. KSE