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Strategies & Market Trends : Sharck Soup

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To: Sharck who wrote (15430)	4/8/2001 2:55:01 PM
From: Sharck	Read Replies (1) of 37746

RE Teledesic... Long term yes. A solid play. The problem right now is - regardless of technologies, investors are looking for revenue signals and deployments. The Teledisc pith appears solid technically, and it, or similar technology will inevitably be part of our communications fabric. Again - the challenge from an investment perspective is the market sentiment, and real rate of return for some of the massive investments. Check out the numbers behind real deployments, etc. It is a market sentiment issue, not a technology one right now. Where are the sales? Where are they expected to be, and what fundamentals of this stock make it attractive --a) p/e, b) market viability c) peg/pge

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