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

To: Plan B who wrote (7231)	5/5/1999 2:15:00 AM
From: FieldEffect	Respond to of 30916

What you say makes a lot of sense, especially about the coming convergence of voice, data, fax and video. What IDT needs, in order to make its VOIP technology emerge as the market leading voice component of this package, is to partner with companies that can deliver a fully integrated high bandwidth package service directly to individuals, especially over the critical "last mile." I think this is why IDT is now talking to @Home. And with @Home you get the AT&T megabucks and mega-infrastructure connection. Add in market leading software from Microsoft's Internet Access Services and you have a world dominating combination. With a combination similar to this, IDT need not worry about trying to launch a stand alone Net2Phone, which would be faced with the inevitability within a few months of "zero" voice transmission costs. Many complicated business models are possible. Out of the swirling chaos of Johnny-come-lately IDT competitors and BB VOIP startups caused by the massive impact of the inflection point marking the transition from PSTN to IP for voice transmissions, order will soon emerge and IDT will be in the middle of the revenue streams. It already is. No wonder the lawyers need a little more time to work out the details of Jona's exit strategy for IDT into this new era. He is following the Barksdale/Clark Netscape model by selling out at the top. I've been accumulating IDTC since November. Haven't sold a single share. Those who hold tight to their shares will almost certainly prosper.

To: Plan B who wrote (7231)	5/5/1999 6:08:00 PM
From: Steve Fancy	Respond to of 30916

Excellent post Plan B. Hopefully Hawaii will find the time to respond to your reasonable honest post. You have summarized my thoughts to a tee and as you may know, this was largely the position I took here. Unfortunately I was not able to communicate effectively on this thread. sf

To: Plan B who wrote (7231)	5/5/1999 10:48:00 PM
From: Hawaii60	Respond to of 30916

<You must be speaking of N2P DIRECT !! I use it too and it's great for phone-to-phone, but N2P through my ISP which is a high speed cable modem, and my brand new Andrea headset, and my 400mhz pentium, and my Creative Live soundcard, doesn't pass muster. That's not the first article I've read that echoes my sentiments, nor am I the first person in this forum to report less than acceptable quality. We've been around this rose bush before. > You know, I really don't blame you. Regular phone service is so good in this coutry. That is exactly why 95% of net2phone business computor bases (not phone to phone) is foreign. To most folks in other Countries the quality is equal to or exceeds what they are used to anyway. A techie can fine tune it but it will not appeal to the masses. That is why our future is in our network and gateways and termination agreements using phone to phone telephony. If you are on your computor and just click to talk, but pick up a phone, you got it made.