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

To: Charlie Yang who wrote (2800)	3/17/1999 10:47:00 AM
From: Charlie Yang	Read Replies (1) \| Respond to of 30916

Sorry, I saw IBM/Net2Phone news from Yahoo! post today and in fact it was an old news. It was still good news anyway. Happy Investing Charlie

To: Charlie Yang who wrote (2800)	3/17/1999 11:44:00 AM
From: Arrow Hd.	Read Replies (1) \| Respond to of 30916

For those who picked IBM as "Mr. Big" it is not unusual for IBM to negotiate as part of any deal the rights to purchase some percent of the partner. Usually, this is kept to something less than 5%. That is not necessarily good news since it could scare off another suitor who doesnt want to have to dance with IBM. Some other points to ponder. Though IBM sold off their Global Network, they retain the rights to sell the service and offer the services under their Global Services offerings plus they have announced a deal with DELL that has DELL buying IBM products which may include software bundles that include Net2Phone. IBM ships bundles too and could start including Net2Phone in it's product packages. Anyway, Net2Phone has basically become the industry standard in the past week with all of the alliance announcements and I would think there will be more over the course of this month. It has all been overshadowed by the impending announcements regarding the bond-holder consent, the IPO and the Mr. Big relationship. That is unfortunate since Net2Phone has just become as dominant in it's space as AOL and the other dominant Internets have become in their space. I still maintain that we will not see any of the other announcements until after options expire. But when all of this begins to sink in and the new PR guy starts to do his job I believe we will get a nice move.