Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Hawaii60 who wrote (8054)	5/20/1999 2:33:00 AM
From: Top Jim	Respond to of 30916

HI60, agree with your post(s) and thanks for porting over Aware's insights as well. Am confused by all the comparisons to ZD and DBCC. Doesn't everyone realize that ZD and DBCC topped at the IPO date and that their announcement dates only ingnited the rally? If IDTC trends like DBCC and ZD, the best is yet to come. Post-IPO, ZD and DBCC are not perfect models either. ZD is saddled with massive LT debt such that if you take away the $3B in goodwill they have negative equity. Also ZDZ and MKTW are weak post-IPO because there is skepticism that they can turn profits. MKTW weakness has brought DBCC down and ZDZ is the only thing holding ZD up. Conversely, NTOP is trending very well towards profitability and could be the next RNWK/killer app. Count me in for NTOP shares! IDTC is a great backdoor. All IMHO. Regards, TJ