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Technology Stocks : Pacific Internet Next HOT IPO?

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To: Louis Riley who wrote (253)	2/23/1999 9:52:00 PM
From: Louis Riley	Read Replies (3) of 912

I spoke to all of the underwriters' analysts tonight. The previous poster was correct about earnings. They will not be released until later in March as the company's auditors are indeed still busy with minutiae for another week and a half. However, Lehman's analyst Ravi Sarathy expects (he has received guidance) the earnings to blow away his full year 1998 estimate, and he expects the earnings release to highlight: - The relaunch of the HK business - The expansion into India - The new management team in Australia and there is (drum roll, please): "The possibilty of some news flow regarding consolidation in the sector". Daniel Widdicombe at Bear Stearns told me has has a 1998 revenue estimate of $41MM. Looks for $68MM in 1999, and over $100MM in 2000. How do you like that CAGR? Pamela "Pearly" Yap at Cowen told me she believes PI is the "best ISP in Asia".

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