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

To: Secret_Agent_Man who wrote (2895)	3/18/1999 3:39:00 PM
From: Secret_Agent_Man	Read Replies (1) \| Respond to of 30916

"To Mr. Jonas, IDT, IR, PR and Shareholders PLEASE READ by: Pure_Lip 39093 of 39095 IDT's business developments are great. You are doing a great job on that. I actually think IDT has more business development press releases than most companies. BUT NONE OF THAT MATTERS IF THE COMPANY DOESN'T HAVE A STRATEGY. WHAT IS THE STRATEGY? PREPAID TELCO? WHOLESALE TELCO? ISP? SWITCH? VOIP? E-COMMERCE? PORTAL? DOMAIN REGISTRATION? TELCO INVESTORS DON'T LIKE YOUR EARNINGS. INTERNET INVESTORS DON'T THINK YOU ARE AN INTERNET COMPANY. Sure, some of these pieces fit together. BUT TELL US HOW. I am not the first person to come up with the "whole product" idea. Let me close with an excerpt from Geoffrey Moore's Inside the Tornado: “What pragmatists and the mainstream market want more than anything else is a 100 percent solution to their problems – what we came to call the whole product. However, we see companies prolonging their stays in the chasm because they were unable, or unwilling, to commit to taking any particular whole product all the way through to a level of completion. Instead of focusing on a single target customer, however, management would invariably recoil from putting all its eggs in one basket. True to its intent, it had something for everybody. Unfortunately, however, it had everything for nobody. That is, no one group ever got 100 percent of its whole product requirements fulfilled. We never finished any one customer's list. It was only then that some of us came to the counter-intuitive – indeed horrifying – realization that the only safe way to cross the chasm is in fact to put all your eggs in one basket. That is, the key to a winning strategy is to identify a single beachhead of pragmatist customers in a mainstream market segment and to accelerate the formation of 100 percent of their whole product.” Thank you and all the best."