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Technology Stocks : E-net - (ETEL) Patented telephony product -- Ignore unavailable to you. Want to Upgrade?


To: hedge fund who wrote (512)9/18/1999 9:39:00 PM
From: Hawkeye  Read Replies (1) | Respond to of 545
 
What does BCRX have to do with anything, it's a biopharmaceutical company.
Why do you call this a "penny stock", I think it has NASDAQ in front of the ticker...
What hype, the facts are they have teamed up with a company that can push their company to new heights. If I had a product like theirs, I would want the best lines to give my customers a quality product. ICX has 13,000-miles of fiber optic Gemini2000 network to deliver ETEL's PC-to-Phone calling, call forwarding, voicemail, and unified messaging.
I could understand the rational if ETEL was trying to push their product without lines to deliver their voice systems. But that's why they have an agreement with ICX. This is not a company selling their wares on the streets, they have a good base-line and foresight to know who to team up with. I am not looking at ETEL standing by themselves, I see the team working together making a quality product for us, the consumer. I for one HATE long distant phone bills!

Hawkeye



To: hedge fund who wrote (512)9/19/1999 4:51:00 PM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 545
 
hedge fund, thanks for reply. Just for the record, however, I was not offering a judgmental statement by posting my question. I was asking if anyone knew about how ETEL planned to market their wares, and where they saw a break even to profitability taking place.

[I suppose that my question could be regarded as an implication of sorts, especially if an answer cannot be substantiated. But that wasn't my original intent.]

The following does not single out ETEL, rather it is aimed at the entire sector.

I don't place too much weight in an ITSP [or a vendor to same, or a vendor-ITSP hybrid organization] claiming that they have an agreement in hand with an interstate or international carrier. I've seen this all too often in the past. A classic case in point took place about a year and a half ago between a hybrid ITSP-Vendor claiming to have access and leverage to WCOM pops for colocation and bandwidth purposes. Nothing ever materialized there that I am aware of, save for a sudden pop in the stock price.

In many of these "deals" the money usually flows in the opposite direction. That is, from the vendor to the carrier, and not the other way around. This is opposite to VoIP interests, since the carrier is actually selling services at the wholesale level, and not buying them, for all intents and purposes. I've learned to be very careful in reading these releases, since they are usually technically accurate the way they are written, but some of them are demanding of a knowledge in clintonian definitions, as in the meaning of the word is.

This is one of the reasons why I am asking to see five year projections with EBITDAs in this sector that can be tracked and measured for performance. Most of the releases in this space (again, not only by Enet but by all VoIPs and ITSPs) are far too auspicious-sounding, and at the same time vague, the way they are written. And you are right. They are very often written only for effect, leveraging off of some tangential relationship to reality, and not necessarily reflecting all that there is to know.

Regards, Frank Coluccio



To: hedge fund who wrote (512)9/19/1999 9:27:00 PM
From: tool dude  Read Replies (1) | Respond to of 545
 
Hedge,please forgive me for saying your drawing was not the greatest,I of all people cant say a word about it since I have no idea how to do it myself and after looking at it several times now I am begining to like it more and more but the only problem I see is can it be duplicated of is it only a one time pig as it may be a rare novilty to behold?I think I had better print it and save to assure that I keep such a rare gem in my files,this could be priceless some day.Thanks TOOL