Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (1094)	1/21/1998 10:13:00 AM
From: Oeconomicus	Read Replies (2) of 18691

Re ELNK, I'm a little surprised that the ISPs haven't reacted at all to the announcements out of CPQ/INTC/MSFT & RBOCs about ADSL service. ELNK is now valued at over $1000 per subscriber based on Sept. #s and is still 3-4 qtrs away from breaking even. Also, while MSPG is expected to show a profit for last qtr and NETC was at least EBITDA positive, ELNK showed EBITDA of -$4.3mm on $20.6mm of revenue for Sept. The only explanation I can think of for ELNK's valuation is that they are better at getting on CNBC than other ISPs. Anyone have thoughts on the ADSL threat (if any)? Bob

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