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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments
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To: Mr. Pink who wrote (9637)6/21/1999 9:05:00 AM
From: Hawaii60  Read Replies (1) of 18998
 
Also, although I will be responding in detail later this afternoon. I do want to say right now that margins are expanding, not contracting. Growth rate has been over 100% per year for 5 years. ebita is in double digits and if you think this IPO will be weak with the largets internet incubater (Softbank), the largest ISP (AOL) and the largest corporation in the World (GE) as partners. You are sadly mistaken.

Lets not forget that IDT also owns the 7th largest ISP and by virtue of the fact that they just introduced pre paid internet cards which are currently on sale in over 100,000 locations. I believe it is safe to assume that we will soon be getting a company announcement to the effect that ISP subscribers have no less than tripled in the last month. What do you think THAT will do to the valuation model. Shoot, then the ISP by itself, without the core business or net2phone ccould be easily valued at the current market cap.

Get stroong and go longggggggggggggggggg.

Yesterday you picked on the prepaid business. Now, that you were shown in advance how wrong that arguement is. You are trying to pick on the wholesale side. and telephony. A valianyt but weak effort so far.

I wish you all luck though and hope you can cover today without too much difficuaty.
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