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Technology Stocks : ACNS: American Communications Services

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To: PAUL ROBERT ST. ONGE who wrote (70)1/5/1998 5:29:00 PM
From: Milkman  Read Replies (1) of 102
 
Paul,

I am looking forward to some detail behind your assertion that a $30+ target in 12 months is achievable. Is their burn rate slowing? How agressive are they at pursuing new markets? What is their growth plan for the infrastructure and markets they are in?

The infrastructure will have it's limits and must be expanded for full growth in a particular market unless the initial buildout was maxed out (doubtful). Then there is the exorbadent cost of equipment these days! You would think the manufacturers were trying to make some money.

The best hope for this company is to stop the bleeding, focus on maximum revenue and hope they can be aquired before they crash and burn. My inclination is to think that the big boys will let it crash and fight over the bones. There are too many other values out there right now to bet on this one. I bet my 2 cents with Mahesh.

Good luck to you.

Milkman

P.S. Mahesh, If I were to go to Vegas with 800mil. I would probably lose it at the Blackjack table. You on the other hand probably would not. My point is, the problem with MCI was not the market, but the player.
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