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

To: Hawaii60 who wrote (4522)	4/11/1999 12:16:00 AM
From: Secret_Agent_Man	Respond to of 30916

FROM KSE on YAHOO a perspective for ALL imho..."Top Of The Evening by: kennedy__style__entrepreneur 44817 of 44830 I am still thinking through the big picture, and am very optimistic while urging (as usual) caution and realism and balance. For now, two points of view. For overoptimists, I think it is a mistake to take for granted we go straight to 40 or 50 or more. The future looks bright, that could happen, but just as I said we should not be emotionally depressed at 12 we should not be emotionally overexuberant at 30. For pessimists, there is a lot of good news waiting to happen. We only know one of the four companies the company has talked about, there is AT LEAST one more term sheet company and two more they are talking to seriously. So for now, I am not going to get too far into how many shares we will get or how we will do on Monday. I just dont know and I think in terms of choices and decisions we have under different scenarios. One unknown may resolve itself, i.e. the identity of corporate investors. I am still amazed that Softbank went public...this wasn't a leak, this was a calculated move. It is also obvious that CBS has some excellent sources who want some news getting out. My guess is that they know "off the record" who the other term sheet it. My guess is that the players want them to know as part of some plan. And my guess is that there is a fair chance this or other major revelations short of a filing happen this week. Raging Bull and CBS have both been on the money so far. And the two other companies that have prominently been mentioned are Disney and AOL. I would place the odds at 50-50 that at least one of these companies is involved with Net2Phone and if this is true word will be out fairly soon. Strategically on the deal, this is what I am watching very closely for evidence and clues. Strategically on the stock, my sense is that by the end of the week we are higher than we closed on friday. I also think that every time we gap up, profit takers will come in, and every time we fall back, buyers will come in. There will IMO be swings and trends both ways, back and forth, with a net upward bias. So if there is a strong short term trend, expect a counter-move. Dont panic if we slide, cause buyers will come in, dont go wild if we shoot up, because profit takers will come in. For me, now, the words are balance, perspective, objectivity and cool. If the stock slides, I will be here aggressively urging buys, and if the stock rises, I will be here urging calm. I expect to be trading some, but dont have a clear sense of what I will do, rather I have a clear sense of how i react to various things that might happen. It has been an amazing run, and there is more to go, with ups and downs along the way. I have a strong hunch that news (business announced, or ipo leaked or openly discussed softbank-style) will be the major factor throughout the week. regards, kse" cheers