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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 (4157)	4/9/1999 12:05:00 AM
From: Marketeer	Respond to of 30916

To Hawaii and to all of us! HIP-HIP Hooray! HIP-HIP Hooray! Marketeer

To: Secret_Agent_Man who wrote (4157)	4/9/1999 12:05:00 AM
From: DBrian	Read Replies (2) \| Respond to of 30916

Your all way too low. Haven't you seen what net stocks do? Open 35..high 75...close 70. DB

To: Secret_Agent_Man who wrote (4157)	4/9/1999 12:24:00 AM
From: blankmind	Respond to of 30916

here is some yahoo history from hawaii60 on the idtc issues: amazing how he was cognizant of the facts before the analysts and maybe even jonas. i hope you are having a cold one right now and smiling. i bet jonas checks out hawaii60 posts each morning to find the inside scoop. notice hawaii was discussing the ipo on the 14th of january! messages.yahoo.com - 1/14/98 ok here is what I think by: hawaii60 14766 of 43845 1/14/98 I have now heard from an individual who claims that IDT held a conferance call after the close today and guided analysts sharply down on the numbers for this q. I have no confirmation of this but it rings true and fits with some of the companies actions of late. I couldn't understand why they did not immediately release information about their gross margin when the last downgrade occured. I kept hearing they would do it on Friday and I guess I should have known that you release bad news on Friday. Indeed, I was told that certain announcements that were scheduled for this weekwere put off until next. The whole thing makes sennse to me now. I have no idea if this is true because tonight I cannot get a callback but I am posting what I consider the likely scenario anyway and that is this. I expect that the company knew they were going to take a hit when the gross margin shortfall was annoiunced and therefore decided not to waste good news until after it was out. That would explain why no news this year. Secondly, my best guess is that they have decided to announce the shortfall in an analyst call after the close today and to the market tomorrow morning. At the same time, I think they will announce the corporate partner, spin off of their 500 million dollar ipo of net2phone etc. Then they begin releasing all the ecommerce stuff after all the dust has settled this week and begin building the value from there. Alternatively, they may wait until Tuesday to release the spinoff. I am obviously upset. I have a small fortune at stake. To tell you the truth, if they announce the spinoff and the missed numbers at the same time it was a pretty smart thing to do. Should mitigate each other and then go up with all ecommerce news. But, what a waste. We will got through all that for a much differant gain than expected. Anyway, I have heard nothing from the company to confirm what I have just stated but also felt honor bound to bring my suspicions to the board as soon as they became apparent. We are pretty low already. Perhaps all will be fine if handeled properly. Finally, I still don't know for sure if all this is true, but I am pretty sure of it. To me, that seems the likely scenario. -------------------------------------------------------------------------------- Posted: 01/14/99, 7:28PM EST as a reply to: Msg 14710 by grim_day messages.yahoo.com - 1/14/99 messages.yahoo.com - 1/15/99 messages.yahoo.com - 1/15/99