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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Dov Levy who wrote (3029)11/3/1999 3:11:00 AM
From: steve harmon - analyst  Read Replies (2) | Respond to of 4337
 
strx - keep in mind that i see through the internet angle every time so startel is not an internet stock per se...it's a telecom play

however, telecom and internet are becoming synonymous more and more

market cap to sales = under 1x which i find low
but part of the challenge is that telecom companies sell for a price to earnings and startel's margins are thin, the business it's in looks commodity driven

it lacks brand value

margins more than mergers should be the topic of discussion with this one