Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Fancy who wrote (2638)	3/13/1999 2:19:00 PM
From: Bill Zeman	Read Replies (1) \| Respond to of 30916

Steve No irking taken! Thanx for posting the link. I went and read the last 5 posts or so on the ALA thread. Pity no one has responded to your inquire about my assertions as of yet. I read the most recent news article you posted and saw the part you quoted. "I am still keeping the 8% target in view, but we are taking longer than I had hoped due to the slowdown in the [telecom] switching market," he said." Perhaps the vendor hold ups in the deployment of IDT's network have nothing to do with switches, but other aspects of telcom network installation. I read somewhere that ALA and Nortel were backlogged on switches, but it could have been an unsubstantiated post. I can't provide a source, but I will look around for where I saw that. Could it be that the type of switches IDT needs and everyone may be looking for are data networking capable switches rather than traditional telcom switches? The news piece you posted indicated a boom in the data network equipment business: "The announced layoffs, which are on top of the 25,700 positions Alcatel has shed since 1996, come amid Alcatel's high-profile effort to expand into data-networking equipment, which is growing much faster than Alcatel's traditional business of voice traffic. The company has announced more than $5 billion in acquisitions in U.S. networking and telecom-equipment companies since last summer, including the $2 billion purchase of Xylan Corp. and the $350 million purchase of Assured Access Technology Inc. last week." Is this right? Somebody educate me. Bill Zeman (18 1/2)