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

To: neverenough who wrote (7561)	5/11/1999 8:33:00 PM
From: md1derful	Read Replies (1) \| Respond to of 30916

Hey Bong: This guy's newsletter is quite good..I used to get the free subscription until he started charging and his calls have been right on (I think his name is Tod Shaver)..would you be so kind as to post his analysis of our stock when he makes it available..much appreciated. Dr. O

To: neverenough who wrote (7561)	5/11/1999 8:39:00 PM
From: Craig A	Read Replies (1) \| Respond to of 30916

This is good.

To: neverenough who wrote (7561)	5/12/1999 2:09:00 AM
From: blankmind	Respond to of 30916

although i find their 12 month target low, the exposure is great. thanks for the bull market update, and since it is so positive... thanks Bongagong $$$$$ IDT ON TRACK TO SPIN-OFF NET2PHONE $$$$$ IDT ADDED TO AGGRESSIVE PORTFOLIO IDT Corp. (IDTC) cleared a hurdle to the anticipated initial public offering of its Net2Phone Internet telephony unit by wrapping up a $100 million bond repurchase program. The repurchase enables IDC to move forward with other financing opportunities and the firm said they were negotiating with other significant investors to replace the financing. There are rumors that that investor is Softbank, the same firm that owns a big chunk of Yahoo and 25% of E-Group. In addition, IDT confirmed that it is in talks with America Online and At Home about providing Net2Phone service to their respective members. COMMENT: How do we get our ideas? In this case we are using their service. We used to hate phone cards and suggested to ourselves that they would never be successful. We have come full circle and now believe that they will be big. IDT has two phone cards: One is the 8 cents a minute fiber line and the other is the Net2Phone service at 5 cents a minute. We are not happy with the quality of the 5 cent line yet, but it is SO CHEAP that we love it!! The phone number to sign up is 800-225-5438. SO, we want to be investors in this firm. We hereby add IDT to our Internet Portfolio at the opening price tomorrow. The all-time high is close to $40 set last year in March. The firm did $335 million in revenues last year, up from $135 million the year before and are on target to do well over $700 million in fiscal 1999 and the firm is profitable. We are preparing some financials for you and will have them ready in tomorrow's report. The market cap is about $1 billion and is a likely buyout target at some point. Our 12 month price target is $41, an increase of 39% over today's closing price of $29.50.