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

To: blankmind who wrote (7582)	5/12/1999 7:45:00 AM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

If you read Howard Jonas's book. which any serious long should IMO. He clearly articulates that he did exactly that. Here is a review of the book by Fortune magazine: pathfinder.com You can order it here from Amazon. The price will be refunded in long distance credit: amazon.com

To: blankmind who wrote (7582)	5/12/1999 8:40:00 AM
From: vinh pham	Read Replies (1) \| Respond to of 30916

since we are talking about the ISP service of IDT, i'd like to bring up some thoughts of mine. i've read the yahoo board lately and noticed that almost everyone on that board who mentioned the ATT's acquisitions of cable companies is a tad incorrect in their analysis. i don't know if this board experiences the same, because i've not been here lately. it is an oversight for everyone to have emphasized the point that IDT is ahead of ATT because IDT has a working internet telephony product whereas ATT had to buy cable companies for the sole purpose of providing VoIP over cable modems and currently is lack of the product. as i posted on yahoo two days ago, for voice service ATT initially will integrate its circuit-switched equipment and cable's hybrid/coaxial facilities. eventually it will migrate to packet-switched voice over cable modems which adds much cost and is time consuming. regardless, ATT is striving to include the voice services in a package deal for the cable customers--cable TV, ISP access, local (immediately) and long distance telephony (in the near future) all in one billing. it is the package deal offered to cable customers, not their lack of packetized voice product, that worries me in terms of potentially additional price pressure to IDT's telephony services. to combat this pressure, i think IDT should also offer package deal of ISP and telephony services to its ISP customers after it will have increased the subscriber base tremendously through its newly revolutionary marketing. furthermore, i'd like to see IDT's ISP in talks with RBOCs for DSL connection as much as AOL is nowadays. am i rambling? perhaps so, but it bugs me to see everyone so far off with their analysis of ATT's immediate business plan with cable companies. please share your thoughts with me on this issue. thanks in advance. p.s. for those who wonder what my watchlist of IDT's competitors comprises, the aforementioned company is one of the few on the list, not the OTC BB companies.