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Technology Stocks : Alphanet Telecom, WOW !
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To: RBMac who wrote (81)2/19/1998 9:03:00 AM
From: wynn quon  Read Replies (1) of 117
 
200 million minutes is below analyst expectations.

$100K in revenue for 600K call minutes is 16.7c per minute.

If they pull off 200 million minutes and the press release
is vague enough to call this a "potential" rather than a
committed volume, they will pull in US$32M in revenue.

HSBC James Capel revenue expectation for 1998 is US$75M.
(Investor Digest Jan 16/98).

But I think even 200 million minutes is a stretch.
There isn't an Internet Telephony Server that exists currently
that can do 200 million minutes/year as far as I am aware of.
Scaling up traffic from the current levels of 0.6 million to
200 million is a tall order.

I may be going out on a limb here but I would say 1998
call minutes will not go over 10 million minutes. For the
first three months, it will not exceed 3 million minutes.
Result: revenues that will be 97% below analysts expectation.

Can't wait to see how this one plays out!
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