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

To: Bill Lotozo who wrote (2314)	3/3/1999 9:57:00 PM
From: Charlie Yang	Read Replies (4) \| Respond to of 30916

Bill, I do not quite agree with you. IDTC does have an internet presence since it has an ISP business. IDTC also has a family of internet products: Net2Phone and others. Internet business is the hidden value which has not reflected in IDTC's share value, only making IDTC share value lower due to loss. This is exactly where the spinoff comes. It is IDTC's CEO and Board's best interest to make the spinoff happen. Re value of IDTC's core telecom business, I see IDTC is the most undervalued as compared to PGEX and STRX. Check out this: quicken.com Happy investing. Charlie

To: Bill Lotozo who wrote (2314)	3/3/1999 9:59:00 PM
From: Condor	Read Replies (1) \| Respond to of 30916

Would love to hear the "other side". What do you think and what do you see? The good the bad and the ugly. What would YOU do now if you were long IDTC?

To: Bill Lotozo who wrote (2314)	3/3/1999 10:17:00 PM
From: Secret_Agent_Man	Respond to of 30916

" Record $160.7 Million in Revenues, a 126% increase from last year, 21% increase from the prior quarter. * EBITDA for the second quarter was $10.4 million, or $0.29 per diluted share, an 85% increas * Net income for the quarter was $2.1 million or $0.06 per diluted share as we expected & reflected in current price TELECOMMUNICATIONS * Telecommunications revenues up 137% * Telecom minutes of use up 325% increase * Wholesale carrier services division revenues up 43% * Signed agreements to establish fiber-optic connections with France Telecom, Deutsche Telekom, and Telefonica * Obtaining licenses and building facilities in markets all over the world * Pre-paid calling card revenues for the second quarter up 375% INTERNET TELEPHONY * Revenues for IDT's Internet telephony division up 167% * Total Net2Phone minutes of use grew 54% INTERNET - Internet revenues 17% decrease. ah ha here's a little good news for short FROM THE CC - Listened twice, liked it more when I listened again "have turned things around ..." "we are on the right track ..." "spectacular on debit card biz both in carrier & consumer services ..." "every part of telephone service has grown, most particular in Net2Phone" "acquiring lots of bandwidth ..., major force in selling bandwidth ..., conectability all over the world" "have technical ability to execute ..." He repeated execute several time which is very significant to me signaling all things are layed out for IPO." above from poster on yahoo thread, I borrowed(XLnJP) Thanks. cheers

To: Bill Lotozo who wrote (2314)	3/4/1999 1:22:00 AM
From: blankmind	Read Replies (1) \| Respond to of 30916

STRX had much better year/year growth and sequential growth than IDT reported and their stock is sliding. care to change you opinion of strx vs idtc? strx (year) 1998 1997 595,540,000 404,605,000 idtc double revs in six months, truly ugly if you due a year: idtc 294,018,907 125,703,766 strx could not double revs in twelve months. as far as the current 3 months: 1988 1977 strx 170,009,000 121,231,000 idtc 160,741,076 70,952,788 you will notice strx growth is slowwwwwwwww. idtc is about to pass up strx in revenue next q. strx will be looked as the weak sister to pgex and idtc until they start serious growth, for now strx has to be looked at as maturing, not a growth stock.