SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WorldGate Communications, Inc. (WGAT)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Benny Baga who wrote (514)2/26/2001 12:13:40 PM
From: Benny Baga  Read Replies (3) of 589
 
Just my thoughts on the major players in ITV...

Company......Cap/Revs.....Growth.Rate(est.)

WGAT..........7x.Revs.....100%+
GMST..........40x.Revs....40%+
OPTV..........17x.Revs....100%+
LBRT..........28x.Revs....90%+
IATV..........42x.Revs....90%+

Overall I think GMST is the least risky of the companies
(no doubt they will play a roll in iTV of the future), but
much of that has already been priced into the Stock Price.

Worldgate seems to have the most upside potential, based on
multiple and growth rate. In addition, comparison to OPTV,
the WGAT market has much more potential (OPTV = Sat. and
WGAT = Cable), although OPTV is trying to enter the Cable
market.

IATV seems the most overpriced and the most risky.

Benny(IMHO)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext