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

To: Hawaii60 who wrote (4587)	4/11/1999 3:32:00 PM
From: JC Reddy	Read Replies (3) \| Respond to of 30916

Some real questions to ultra hypsters on this board (BTW, I have been long on IDTC since $12 - check my early posts in January) (1) What business model of IDTC will succeed and generate reasonable margin revenues? (2) Do you guys really think N2P is real great? I used it (thru a 56K modem) - it is good, but I'd rather use my POTS. Can you guys tell me what are the possible ways of making N2P a great business? (3) What does all the deals with YHOO, GCTY, Netscape mean in terms of revenues? Do they really mean much or are they simply there to give more visibility to the stock? (4) How come none of the analysts changed his/her views about IDTC? Many still have "Hold" and even "sell" ratings. (5) Assuming N2P spins off, what is the value to IDTC? I think $5-$10 per share. How much do you think it is worth? I understand IDTC businesses are varied (ISP, VoIP, Pre-paid cards, ezsurf, etc.). Not one of those is really a business success. Not so far. Do you guys think Softbank's investment is going to change this? How? Do you know how much Softbank is investing? Stop hyping. Provide facts and tell me about the vision IDTC may have. I think, at $30, IDTC is trading at approx. 2 times the revenues. This is more than a fair value considering 80% revenues come from low margin (pre-paid) business. One might argue it is all about the future. That's exactly what I want to know. What is the future? Elaborate.