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

To: Secret_Agent_Man who wrote (7611)	5/12/1999 7:52:00 PM
From: Condor	Read Replies (2) \| Respond to of 30916

C4T: Your frustration is understandable from the perspective of an investor with considerable resources layed on the line. From the perspective of a "clod" I have a couple of observations. There is no question that the entire VoIP commotion is in a major state of flux as the potential and variations are just now being discovered at warp speed by all players. From our perspective, we want to make money and make it NOW, we are the quintessential shortsighted greedy little buggers. IF, you were in managements position as the world of VoIP is being discovered, evolving, alliances/allegiances being formulated, modified and negotiated by the minute in this hyper environment, would you pander to the immediate scrotal needs of an obsure bunch of retail investors who have already seen their positions base at very solid numbers? I think, if I was THE man in charge of IDTC, I would let clear minds prevail, I would delay blundering decisions for the sake of convenience and attend to creating a foundation for the long term growth, prosperity and survivability of my Company. I would stay nimble of foot, mind and readiness to accept propositions. My shareholders will benefit by my leadership and managerial abilities well into the future despite their immediate carnal needs. Thats what I'd do. I NOW believe IDTC's management is doing this in lite of the hugely important Names that it is dealing with. I ( as an investor ) will possibly have to forfeit my get rich quick options/schemes to accomodate IDTC s farsightedness but by becoming an investor and not a purely driven speculator I can take comfort that ultimately "my investment" is secure and full of potential. Please understand that I am not biting at anyone with these comments. I am explaining how I have come to terms my "investment" versus my "fling". I fully believe that IDTC will do VERY well by all of us if we have the patience.

To: Secret_Agent_Man who wrote (7611)	5/12/1999 8:22:00 PM
From: blankmind	Respond to of 30916

your post has left the thread speechless, but i will attempt a feeble response. 1. i think they are committed to the ipo because they are jettisoning a piece of the business which will be accreditive, while that piece of the business will rely on the idtc network. best of both worlds. they have gone through to many gyrations if they are not doing an ipo. 2. the longer they delay the more price depreciation we will experience idtc has released a steady stream of news releases as it relates to deals and partners, and have done what they can to keep the investor informed until they can comment on the ipo. this last news release was a whopper which should keep investors holding. they have now committed to the investor to hold and be rewarded. they confirmed the consent, financing, investors, plus other investors, talks with aol. this was the first time idtc has talked on the issue, and they gave investors a lot to digest, and reasons to hold. 3. we should be glad mgmt has confirmed talks are ongoing with aol and athm, without this knowledge, investors are left in the dark and more apt to sell. 4. bonds were a fiasco. 3 1/2 months? you have made the time go by so much faster:-) but when they confirmed the bonds, notice how much else they gave the investor which has held through the 3 1/2 months, not to mention the price of idtc has doubled in that 3 1/2 month time frame. so although it has taken time, idtc has also been working on deals to enhance shareholder value, which clearly has occurred. 5. lack of follow-up by the company that has me disturbed ...to rethink this companies policy for keeping us Informed. read yesterday's news article, you seem to want news every day. 6. yes, we all want to know who has signed term sheets. finally i have learned that although idtc has been less than swift on releasing news about the ipo up to yesterday, they have been busy at work creating deals and building the infrastructure so idtc will still be a company to hold after the ipo. instead of a quick pop, idtc mgmt has the long term in mind. i can wait, they have been executing a plan, and after yesterday, one could surmise things will be happening more quickly.