WorldGate Communications, Inc. (WGAT) Message Board

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Technology Stocks : WorldGate Communications, Inc. (WGAT)

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To: Benny Baga who wrote (515)	3/8/2001 6:11:03 PM
From: Benny Baga	Read Replies (2) of 589

Just my thoughts on the major players in ITV...Revised Company......Cap/Revs.....Growth.Rate(est.) WGAT..........7x.Revs.....100%+ GMST..........13x.Revs....40%+ OPTV..........15x.Revs....100%+ LBRT..........26x.Revs....90%+ IATV..........41x.Revs....90%+ To do the calculation I used trailing 12 months of revenues and current market cap. GMST looks well position and doesn't appeared to be overvalued. It is very clear why this is a favorite among institutions (size + strength) and a fair valuation. One drawback of GMST is that they are limited to the IPG, and for the most part are not involved in Internet TV or the Full Motion Ad space. Although they have eBooks (but that is a different market). Worldgate still 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)

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