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

To: Kevin McKenzie who wrote (4793)	4/12/1999 10:05:00 PM
From: Hawaii60	Read Replies (2) \| Respond to of 30916

Keven, Let me try to answer those three questions. 1. Yes and no. Part of the reason for spinning off net2phone and the ISP is to clear this up. The stock in the past has acted rather schizophrenically exactly because of this. Indeed the clec investors resented any time their was internet news and the internet investors felt the same. Sometime ago HJ made the decision to become profitable BEFORE expanding the internet and ISP further. He did so with stunning success but disappointed the internet investors who moved on to greener pastures. Recently the Dow Jones created an internet index and added IDTC to it as one of 40 companies it tracks. indexes.dowjones.com That helped somewhat. Further, shortly the CBOE will be selling options on the fund and many funds will start mirroring it. BUT, the single biggest thing that made IDTC an internet stock IMO was the announcement by Softbank that they were going to be our partner. 2. No doubt about it. Net2phone has brand recognition and Softbank even said we are the clear leader. We control 90% of the paid minutes and are only one of 2 companies with an existing network capable of routing these calls point to point internationally. Netscape would not have selected net2phone and given it a prominant place right on the tool bar, if they didn't think we were the leader. 3. More has been written about VOIP in the last 2 weeks than in the last year. It was singled out by Business Week magazine as the next internet investment wave. Further studies predict that VOIP will be anywhere from a 5B to 60B industry in just a few short years. Remember that EBAY was given such a high valuation initially because they controlled 80% of only a 2B market. news.com Hopefully this answers some of your questions.