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Technology Stocks : Excel Communications

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To: Joe Jackson who wrote (2509)	1/26/1998 8:35:00 PM
From: Rob S.	Read Replies (1) of 2806

The earnings look in line with expectations. The conference call tomorrow morning (10:00 am EST) should be interesting. The company has grown the number of minutes of usage substantially and revenues only slightly. The numbers reflect the large decrease in the cost per minute charges and lower margins. The number of IRs added compared to last year has fallen. If Excel has added IRs recently at an accelerated rate as they indicate, then the outlook is positive. The IRs in place have been generating a greater number of customers and minutes of usage. This trend should accelerate with the introduction of hte commercial sales programs as a single commercial customer typically equals the sales of 20 or more residential cutomers. It will be interesting to hear how the analysts react to the news and future outlook.

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