Judith.. this is what I me thinks.... if you folks like VYTL ya gotta love TSCP.... check news in all the usual places.... new deals... plus, they're making a TON of money.... here's my latest post:
Back in August '97 I put the *P BBs on to TSCP 6-7 range... last two quarters they made more/share than MCIC (holy $Glass$Chandeliers$ Bat Man).... and I expect on a go forward basis this to continue.... though 1999 estimates have MCIC a touch above TSCP this will change as coverage increases and eps estimate are adjusted upwards.... most amazing is we're meandering in the teens and MCIC is around 50... when the industry consolidation folks get around to TSCP I believe a moonshoot will be in order..... TSCP just happens to be in an underserviced market and apparently knows how to grease the right palms.... nothing happens without bribes in the Southern Americas.... a big juicy plumb pudding ready for consuming
Check out these late developments and forward looking staements....
." In recent months, Telscape has moved aggressively to further
position itself as a fully-integrated telecommunications provider. Key
recent events include:-0-
-- In July 1997, Telscape completed the acquisition of Mexico
City-based Integracion de Redes, a data and network systems integrator.
-- In October 1997, Telscape acquired N.S.I, a Mexico City-based
expert in advanced wide-area network design. N.S.I. brought to
the Company the technological and managerial expertise necessary
to enable the Company to pursue opportunities in the
telephony-over-television cable arena.
-- The Company's expanding presence in value-added telecom services
resulted in an attractive five year, $20-30 million outsourcing
contract with the United States Embassy in Mexico City. Telscape
began implementing the system in December 1997 and early results
are very positive. In connection with this contract, the Company
established a call center in Mexico City which will serve as a
platform for additional growth.
-- In January 1998, Telscape added to its international long
distance operations the business of MSN Communications, a leading
provider of prepaid telephone calling cards targeted at Hispanic
communities in the United States. The transaction adds a
well-known brand name and retail distribution platform to
Telscape's mix and the Company intends to utilize that brand name
in certain Latin American countries as regulation and licenses
permit. Based on the first two months of 1998, MSN has annualized
revenues in excess of $50 million.
"With these important accomplishments and other successes
throughout the year, Telscape entered 1998 in excellent competitive
shape as we continue to expand our position as a fully-integrated
telecommunications provider," noted Mr. Crist. "We have also
identified opportunities to replicate our Mexican strategy in other
key Latin American markets. Like Mexico, in each of these markets
Telscape has identified partners with strong local management. We look
forward to pursuing these new business opportunities in 1998 while
also capitalizing on the growth potential of our core businesses."
Like I always say,
Why buy a VYTL on the come when ya can have a $bird$ in hand
C ya
|
