INDONESIA'S PT TELECOM(TLK) Message Board

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Technology Stocks : INDONESIA'S PT TELECOM(TLK)

TLK 20.98

-0.6%

11:28 AM EST

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To: Jyoti sharma who wrote (247)	2/5/1998 4:12:00 AM
From: tom	Read Replies (2) of 947

Are there any Asian countries where the liberalisation of the telecoms market has improved the profitability of the old monopoly provider? Indonesia, as you know, has liberalized already with the foreign KSO operators responsible for the build of most of the new lines. TLK have realised that the economy going down the drain means that they do not need quite so many lines as their effective teledensity is already very high (+ they still have 1.5m lines installed but not yet connected). They have revised down their line build-out targets (1998-2000) from over 3m new lines to less than 1m. They have also revised down their pulse per line estimates from 5% decline per annum to 7.5%. I agree that fundamentals don't seem to matter when it comes to the valuation of the stock. I invest directly in the local market and so I have a lot more choice. Having said that my favourite stock, Gulf Indonesia (GRL), also trades on the NYSE. Tom

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