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

To: rest42 who wrote (8625)	5/31/1999 11:56:00 AM
From: Hawaii60	Read Replies (1) \| Respond to of 30916

Repost from yahoo my money maker by: hawaii60 75377 of 75377< Hate to tell you fellas. they are only going to meet their previously revised estimates. Remember from previous 10q's, htere are still many expenditures for buildout, R&D and other outlays that are not pass trhoughs that are going to allow them to barely meet estimates. Not a bad thing, but again, this stock does not react like others.> Let me tell you why this Q is important and should bring many upgrades. Two quaters ago the company had a margin shrinkage problem. This problem was caused by having so much top line growth, that they literally were forced to go outside their own network and buy LD minutes at spot. They did this rather than turn away new customers at the time. Their top line growth remained amazingly healthy. When the warnings was issued the company guided analysts lower for the next 2 q's only. They stated it would take two q's to resolve the problem. The end of the second q is being reported on June 3, 1999. We have received no further warning and no announcement that the margin problem previously promissed to be resolved, has not been.Indeed, rather, the company is taking steps to announce both before the bell and to broadcast on the internet. Also, they have been touting themselves in other ways very recently. Anyone who knows anything about this company can read these tea leaves. I expect the margin problems are behind us. All the company has to do is tell the analysts they are comfortable with next q's guidance and the analysts will immediately know this is true and upgrade. I suspect they will be much more specific though. ------------------------------------------------------------------------ Posted: 05/31/99, 11:52AM EDT as a reply to: Msg 75351 by my_money_maker