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

To: Patrese who wrote (7163)	5/4/1999 12:21:00 PM
From: Jma	Read Replies (1) \| Respond to of 30916

This is an interesting thought. What role would Softbank play in this scenario? Is there any likelihood that Softbank may not actually invest in IDTC? The deal was supposed to ba announced by now, but we havn't heard anything!?

To: Patrese who wrote (7163)	5/4/1999 12:51:00 PM
From: gerard mangiardi	Read Replies (1) \| Respond to of 30916

Agreed. Can't figure out why AOL wouldn't do it. Beside being a profit center Netscape could sell corporate accounts on the money they can save on a net2phone call instead of an 800 #.

To: Patrese who wrote (7163)	5/4/1999 1:01:00 PM
From: Andrew H	Read Replies (4) \| Respond to of 30916

The reason there will not be a buyout of IDTC by AOL unless it is at MUCH higher prices is that Jonas and his family own well over 1/2 the shares of the company and it would take an awful lot of money to get them to sell. AOL could probably not justify such a high premium to iits shareholders. Very doubtful that Jonas would accept anything less than $60/share. And he probably would want a good bit more.

To: Patrese who wrote (7163)	5/4/1999 1:41:00 PM
From: Steve Fancy	Read Replies (1) \| Respond to of 30916

Hi Patrese, This is shaping up to be such a fiercely competitive market that I can't understand why AOL would want to be in the Telco business. A minority partner maybe, but at this point the technology is young, standards seem to be all over the place and the actual act of making a PC2Phone call is awkward and frustrating to use for many if not most. This seems it would be a primary focus for AOL. The trend in rates suggests to me this will be one difficult business to remain profitable in. I am still learning about competitors and their backbones. If AOL were so inclined, there may or may not be cheaper alternatives. I think there may be other areas more beneficial to AOL's core business. That said, I hope you are right. Even a token investment from AOL would likely be very beneficial for IDTC. Obviously something is going on...hopefully we'll know soon. Good luck and thanks for the input. sf