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

To: Sergio H who wrote (2311)	3/3/1999 9:02:00 PM
From: Charlie Yang	Read Replies (2) \| Respond to of 30916

IDTC had an excellent Q. Sales is better than expected ($160m vs. $150m). EPS is in line with expectation. IDTC is very undervalued as compared to PGEX from P/S point of view. EPS is still hidden by Net2Phone business which brings down EPS. It is great to see Net2Phone sales going up very strong. Spinoff is definitely the way to go and it is coming! Next time, IDTC needs to be more conservative on EPS and any coming news. In fact, it is IR's job to remind management what should be done properly to reduce its stock price volatility. The IDT management simply stated the truth when they lowered its EPS estimate. Next time IDT needs to understand Wall Street a little better by always beating the estimate (a trick MS always uses). If IDTC ever drops again, I will continue to accumulate more IDTC shares. Happy investing, Charlie