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

To: Jules B. Garfunkel who wrote (7473)	5/8/1999 2:14:00 PM
From: oden67	Respond to of 30916

Excellent and well thought out analysis.

To: Jules B. Garfunkel who wrote (7473)	5/8/1999 5:35:00 PM
From: Bill Lotozo	Read Replies (1) \| Respond to of 30916

Jules, I agree with much of what you write. AT&T national coverage with cable does highlight that copper is no longer the only game in town. Now the rbocs will have competition regardless of their efforts to stop it. Data & voice convergence is no longer a possiblilty, but something that will happen. I, like you think that this will help IDTC. Where I differ is my belief that AT&T will move much more quickly in bringing voice/data/programming to market. AT&T had plans for a telephony rollout into 10 test markets by 2000 (7 month's) with TCI. But TCI's network needs upgrading and made this doubtful. With the purchase of Media One, AT&T gets 6 markets already rolling out switched telephony so they only need 4 more to meet their goal. Also, AT&T is going to bring back AmosHostetter as chairman of AT&T Broadband. He was founder and chairman of Continental Cabelvision before it was sold to MediaOne. He was a very capable CEO and will do well again. AT&T is not the slumbering giant it used to be so I would not make bets that they won't gear up into the telephony market quickly. All the telcos see the hand writing and I think IDT, AT&T and some others are poised to grab for the gold ring. Bill

To: Jules B. Garfunkel who wrote (7473)	5/8/1999 11:56:00 PM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

This is exactly why a deal with AOL is almost assured IMO. They need us more than we need them in this instance. I believe AOL was smart not to over pay for the cable access. IMO they will shortly strike deals with Baby Bells with DSL and that will be sufficiient as long as they've got everything else they need. Including IDT.