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

To: Augustus Gloop who wrote (8506)	5/26/1999 9:48:00 PM
From: Stitch	Read Replies (1) \| Respond to of 30916

Nas, <<It's called Margin! >> There is a very good reason not to allow margin in IRAs. I frankly would discourage margin for the average investor. Leave that to the hedge funds IMO. (I am an average investor by every definition which is one reason I am 50% cash and 30% mutuals at this time). As to AOL, CSCO, DELL, I wouldn't argue the point as it would be moot but would note that you are very wise to measure any investment you make on an alternative and ROI basis. First rule of thumb IMO. Best, Stitch

To: Augustus Gloop who wrote (8506)	5/26/1999 10:03:00 PM
From: DBrian	Read Replies (1) \| Respond to of 30916

Naz, I also own AOL and DELL and feeling very uncomfortable with DELL right now. Whats up with that? DB

To: Augustus Gloop who wrote (8506)	5/26/1999 10:36:00 PM
From: blankmind	Read Replies (2) \| Respond to of 30916

yes I have more faith in AOL, DELL and CSCO than IDTC. dell - slowing growth and ventures into the e-commerce, the next cpq? so far they are following the path. gigabuys is small order items, something that will drain the bottom line, see amzn. aol - big transition as cable modems and dsl compete for dial up users. i am not one who believes bob's 9.95/month can compete with aol. huge p/e, and they show a profit (not good for a net stock). csco - no complaints, they purchase the technology when they fail to develop in house, which is often (to much technology to develop and predict), they are like a msft, even if they fall behind, they can catch up quickly and have the name that everyone forgets they were ever behind. i would argue for idtc over aol and dell.