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Technology Stocks : ECIL - ECI Telecom trading at half its growth rate...
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To: Paul Senior who wrote (20)1/3/2000 3:53:00 PM
From: Bosco  Read Replies (1) of 52
 
G'day all - hi Paul, good summary :). I would like to add a couple of tangential observations. ECIL is covering a lot of areas, including Wireless and Hi-TV. In itself, it is good to have a suite of portfolios against the downturn of a particular segment. However, being a specialist can give most bang for the buck. Historically, ECIL has been punished for major acquisiiton, like that of Tadiran, even though time and again ECIL has proved its acquisitions were prudent.

While it is too soon to tell, I sense ECIL may try to mitigate the dilemma by her recent action of selling Telegate to TERN for $100MM stock. I see this is a win-win-win scenario. First, it is trying to focus on the core competency; second, this is a clever to transfer a piece of valuable asset to a specialist and third, it retains its investment in the original asset and then some.

I suspect ECIL may do more of this in the future.

best, Bosco
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