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

To: blankmind who wrote (2536)	3/10/1999 10:06:00 PM
From: Tibor	Respond to of 30916

A little calculation I think a conservative one. Suppose 5% of Netscape's current users sign up for Net2Phone. That's 2.5m. Multiply that by, say, $500 (ISP subscribers are valued at over $2,000). That is $1.25bn. And that figure doesnt take into account the non-internet business. Nor does it include the ISP business which should see az amazing growth through the Netscape deal. And what if eventually the ISP subscriber multiple will be applied to IDTC? I know, I am dreaming.

To: blankmind who wrote (2536)	3/10/1999 10:16:00 PM
From: Andrew H	Read Replies (1) \| Respond to of 30916

I will be surprised if MSFT does not soon follow Netscape by incorporating Net2phone into its own browser. MSFT simply hates to let the competition get any sort of edge. Internet telephony is certainly an edge. A deal with Netscape is a deal with AOL. Today IDTC hit the Internet elite. And others have made the point that today internet telephony took a quantum leap. This was a historic deal and will be remembered as such. Appropriately enough IDTC had its highest volume ever today.