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


To: Tom Hua who wrote (7829)5/18/1999 10:26:00 PM
From: Rajiv  Read Replies (1) | Respond to of 30916
 
IMO 50+ is possible (if there is no major correction in the internets). However, we are several weeks away from reaching this level.

My guess for tomorrow.

Open - 31
High - 35
Close - 32.5

Regards.
Rajiv



To: Tom Hua who wrote (7829)5/19/1999 12:39:00 AM
From: peter michaelson  Respond to of 30916
 
Tom:

OK, let's look at those assumptions....

- IDTC owns 27.6 MM shares N2P.
- IDTC has 35 MM shares outstanding.
- N2P intrinsic value in IDTC will be discounted by 30%
- IDTC's telecom and ISP business conservatively valued at $20
- A minimum opening price of $60 is expected for N2P


3. Why not have a premium of 100% like DBCC et al?
4. Hmmm, I'll give you $20, better $10 though.
5. Where does $60 come from? Based on a $10 IPO price?

Are you trying to figure 'fundamental' value or market price prior to IPO?

Congratulations to all.....

peter



To: Tom Hua who wrote (7829)5/19/1999 12:59:00 AM
From: blankmind  Respond to of 30916
 
also, as stated in the s1, idtc is building out the network to ds3 network, which will not only allow for phone expansion, but also for isp expansion.