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Technology Stocks : ACNS: American Communications Services
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To: Mahesh who wrote (44)8/1/1997 8:53:00 AM
From: jim detwiler   of 102
 
If you look back about three weeks I posted a formula on how to value CLEC's this is still cheap all things considered. Your debt questions are valid and that is why the comapny trades at 50% valutation to other CLEC's. To fairly value a situation like this you must look at other CLEC's. Check out MFS before merger with UUNet or Intermedia. Look at Intermedia's last sales numbers. Also with debt think about this . . . MTV and ESPN lost money for ten years straight, if you had been smart enough to invest in those properties fifteen years ago the reward would have been handsome. I would look for CLEC's to merge or be acquired over time although they say they are not interested in that. Also, rememeber it costs money to make money but alot of what they have spent the money on they still own . . . the digital fiber. Digital fiber much better for future than sillly copper that Bell's have. I consider this an ASSET play worth 14 dollars that has bonus of 100% plus revenue growth.
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