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

To: philip moscow who wrote (7657)	5/15/1999 1:56:00 AM
From: blankmind	Read Replies (1) \| Respond to of 30916

meaty post by hawaii. by: hawaii60 66422 of 66436 I didn't respond to your earlier post because it did not seem like an invitation to the longs to intelligently discuss pros and cons. Rather, it seemed much like crusaders post of last night. To be a venting of your frustrations, which rather than respond to. I felt was better left unanswered. I'm sure you know my feelings about venting and how shorts feed on it etc., so I just did not want to participate. The fact is that there really isn't any pro or con left to discuss IMO. I don't see how another discussion of what could go wrong would help.HJonestly my due diligence tells me that everything is going right and I would say so if I felt differantly. I have received not one indication from anywhere that that is not the case. In fact, things seem to be better than we had hoped for months ago. Look at it this way. The wait has been tedius and tiring. But the stock price has moved up steadily in the interim. I am thrilled by that. We are valued now at about what the core assets should be minus the internet assets. That couldn't be better. The delays were caused by various factors before having to do with the bonds. That was a negative neither I nor management obviously, ever appreciated. A lesson learned. However, I have been able tro confirm that the most recent delays have nothing to do with any negatives. Rather they are positives for everyone. When you see that the company not only has Softbank (almost surely), and term sheets signed with two other and is in talks with the likes of AOL and ATHM. Do you seriously think that you have any reason to discuss the downside further? What possible downside could there be. The bonds have been paid off with capitol borrowed on the strength of the upcoming IPO. The process is virtually irreversible. The only question is how big it will be and who the partners are and underwriters. Look at priceline.com. Thestreet.com etc. Did you see the incredible valuations placed on these companies with next to no income, huge losses etc.? Compare that to launching an IPO witrh an existing company. Partners like Softbank and AOL, and relationships with ziff davis, IBM, Real Networks, Broadcast.com, Lands end and the list is almost endless. As for an exit point. This has been discussed ad nauseum here to. What else is left to discuss. Here is a good article if you haven't seen it: post.messages.yahoo.com id=53466 It tells you all you need to know. To summarize. It is normal for people to feel some fear. It is healthy though to learn to control it instread of it you. I am not looking forward to another weekend of waiting either. But, I have never been more confidant in this investment and it is a big one for me. Indeed today, I was an aggresive buyer of the May calls and more June. Even though I already hold a ton of June 20&22's that I bought for under $2 Take care, be well and start thinking about where to put all the money you'll soon make. We are almost there IMo. I learned a long time ago that if something is worthwhile or if you stand to make $50,000 or more. It won't be easy. messages.yahoo.com