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: Peter Yang who wrote (2906)	3/18/1999 10:37:00 PM
From: Andrew H	Respond to of 30916

Yes, it is very frustrating, especially considering its leadership in IP and VOIP. One would think the price would be a lot higher. The IPO/spinoff should unlock the hidden value of IDTC's Net2phone, ISP and EZsurf along with the corporate investor. The recent negative earnings surprise hurt the stock badly. Until the Netscape deal, IDTC has not really been seen as an Internet stock. Now with that deal and its inclusion into the DJ Internet index, that perception is beginning to change.

To: Peter Yang who wrote (2906)	3/19/1999 8:02:00 AM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

IDTC is the only internet company that is covered only by telecon analysts. After the spinoff of net2phone the stock will react like an internet. Right now the stodgy telecon investors don't care and THAT is what makes it such a buy.

To: Peter Yang who wrote (2906)	3/19/1999 11:15:00 AM
From: Cymeed	Read Replies (1) \| Respond to of 30916

<<< Does IDTC have credibility problem with the street? >>> I think so, and at least the item about IDTC eventually took over Gennie and let the subscribers go down to 5,000 does not help the image of the management of this company. It raised very serious questions about their ability in judgement and their ability in grabbing and evolving good business opportunities. To me, my thought would go like this. Yes, Net2Phone sounds great and they are the leader. But can they hold on to that leadership position 5 years down the road and deliver major financial benefits for their shareholders? My answer to that question was a "I don't know" "I hope so" and "I have some doubts." I bet my worry is not alone and that is reflected on the share price. Any other opinions? PS: Long on IDTC.