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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?


To: Kimberly Lee who wrote (33577)11/26/1999 10:49:00 AM
From: Mr. Big  Read Replies (1) | Respond to of 108040
 
VONE close to another break-out move!



To: Kimberly Lee who wrote (33577)11/26/1999 10:52:00 AM
From: manny t  Read Replies (2) | Respond to of 108040
 
Kimberly,

Thoughts on LANV

TIA,

Manny T



To: Kimberly Lee who wrote (33577)11/26/1999 10:53:00 AM
From: wlheatmoon  Read Replies (1) | Respond to of 108040
 
there's 83 million shares in the float....how could mms not have shares...



To: Kimberly Lee who wrote (33577)11/26/1999 11:03:00 AM
From: manny t  Respond to of 108040
 
Kimberly,

Can you please review TODAY"S POSITIONS?

THANKS,

Manny T.



To: Kimberly Lee who wrote (33577)11/26/1999 11:10:00 AM
From: amadeus  Read Replies (1) | Respond to of 108040
 
NERAY> M4 - first truly Global ISDN Voice and Data Satellite System>>

here's everything I could find on it..
as always do your own DD, additions, corrections welcome please

european wireless & turnaround story

ticker: (NasdaqNM: NERAY )NERA ASA ADR

home page: (link> nera.no )

5 year chart:
was trading near 60 per share in 97, now trading around 3s
quote.yahoo.com

new wireless product & network: - just released this summer:
M4 - Nera World Communicator -
first truly Global ISDN Voice and Data Satellite System

(link> mss.nera.no )

analyst comments:
Hidden Value Stocks: Connecting with Nera- "Nera is just about as close to free as you are going to get for an emerging technology company.

Nera's specialty is wireless communications and it has been in the business since the early 1950s. In fact, it is the largest standalone pure play wireless company in the world, with annual revenues in excess of $385 million (1998)." David H.M. Baker CFA, special to worldlyinvestor.com June 10, 1999 6:39 AM EDT

Link to full commentary> worldlyinvestor.com

description from co. website:

>>portable ISDN data and satellite system
- Nera SatCom AS will manufacture terminals for the new Inmarsat Global Area Network (M4) service. The Nera terminals will be commercially available from July. The Nera WorldCommunicator will be the size of a laptop computer weighing less than four kilos, and it will provide ISDN functionality (64 kbps).
This is primarily a product/service for data applications, but there is also a mini-M channel available for low-cost voice. The Nera WorldCommunicator will also have a built in DECT base station, an add-on feature giving the end user new flexibility. The Nera WorldCommunicator will focus on ISDN, although other interfaces are available. Most applications for ISDN are easily transferable to anywhere in the world with this equipment. Whether a journalist wants to send live or still pictures from the field, a field engineer wants to create an extension to headquarter's Local Area Network or a geophysicist wants to send a report from the jungle - it should be as easy as plugging into the wall socket at home.

Morten Heiss-Schøyen, Nera, says: "With smaller, more flexible and cost-efficient equipment and service, a much wider market can be targeted than for traditional Inmarsat services. Demands for data bandwidth, mobility and security are other driving factors, which indicate future success for these products and services. Nera Satcom will be the first on the market with a commercially available terminal, and we have a golden opportunity to establish ourselves as market leaders from day one."

excerpts from yahoo financial profile>: biz.yahoo.com
Market Capitalization $270.3M
Shares Outstanding 96.1M
Float 83.6M
Price/Book (mrq) 2.53
Price/Earnings (ttm) 35.61
Price/Sales (ttm) 0.63
After-Tax Income (ttm) $7.16M
Sales (ttm) $373.8M
Long-Term Debt/Equity (mrq) 0
Total Cash(mrq) $380.7M

some excerpts from 3rd quarter 99 report at web site:

"Positive cash position
The Nera Group's operational finances are constantly improving. The company now has a 42.6 percent equity ratio. Net cash position as of September 30, 1999 totalled NOK 105 million, a NOK 217 million improvement on the end of the first half-year. In addition to its third-quarter operating profit, Nera gained NOK 104.7 million on the sale of its shares in the Singapore company. Income before taxes was NOK 209.9 million. After taxes, this resulted in a yield of NOK 1.53 in earnings per share.... "

...."The business area Satellite Communication had NOK 789 million in order intake as of September 30, 1999, as opposed to NOK 681 million in the same period last year. That is a new record high, thanks to a high sales volume for Nera WorldPhone and many orders for M4 earth stations for Inmarsat's Global Area Network service. Turnover was somewhat lower than the same quarter last year. There is considerable interest in Satellite Communication's new product, the Nera World Communicator. Nera is ahead of its two competitors and clearly intends to become market leader..."

..."Broadband Access Networks - new priority area
Nera is considering a new business within Broadband Access Networks. This priority area will address the growing need for integrated broadband solutions for end users. "The new priority area will develop new products based on Nera's core expertise in satellite and radio-link technology, offering customers system solutions based on its own technology and that of others." Skjeie stresses that an important part of the operations will be to forge alliances with suppliers who can supplement Nera's own products. "

Recent Press release headlines from co. website:

99.11.22
Nera and Elimag sign letter of intent on transferring the mechanical production unit at Nera's manufacturing facility in Bergen <991122.html>

99.11.10
New Ericsson order for Nera in Latin America <991110.html>

99.11.02
New financing plan for ICO good news for Nera <991102.html>

99.10.22
NERA ASA: OPERATING INCOME NOK 110,2 MILLION AFTER THREE QUARTERS - SEVERAL STRATEGIC INITIATIVES IMPLEMENTED <991027.html>

99.10.22
Third quarter results released on October 27. <991022.html>

99.10.10
Successful opening of Nera's stand at telecom '99 <991010.html>

99.10.11
Nera WorldCommunicator on Telecom 99 <991011.html>

99.08.30
'Neras contract with ICO Global Communications <990830.html>

99.08.27
Nera WorldPhone cashes in on Y2K <990827.html>

99.08.05
Nera Management focusing on new growth <990813.html>

99.08.05
Half-year results released August 13th <990805.html>

99.07.12
CONTRACTS TO NERA IN SPAIN <990712.html>

99.07.02
Nera builds telecom infrastructure in Palestine <990702.html>

99.06.23
Nera Telecommunications Ltd, Singapore - initial public offering <990623.html>

99.06.22
CHINA-CONTRACT TO NERA <990622.html>

99.06.10
Nera Telecommunications Ltd. receives in-principle approval from SES for Main Board Listing <990610.html>

De-listing of Nera ASA from the Stock Exchange of Singapore Limited ("SES") <990610.html>

99.05.27
ICO INVESTORS FORM EUROPEAN ENTITY TO ACT AS ICO SERVICE PARTNER <990527.html>

99.05.03
Nera First Quarter 1999 <990506.html>

Operational improvement continues. <990506.html>

Sale of non-core activities reaching closure. <990506.html>

99.05.03
Nera WorldCommunicator - <990503.html>

Generating new ways of communicating <990503.html>

The first truly portable ISDN data and satellite system <990503.html>

99.1.28
STRATEGICALLY IMPORTANT NERA CONTRACT WITH TELENOR <990128.html>

(Telenor Satellite Services) <990128.html>

98.12.22
Newly developed Stabilised antenna system from Nera, Bergen to deliver the first 10 stabilised antennas for radio relay communications to Statoil in February 1999. <981222.html>

98.11.23
Nera CelLink - a compact and flexible solution for medium and long haul communications <981123.html>



To: Kimberly Lee who wrote (33577)11/26/1999 11:21:00 AM
From: Kimberly Lee  Read Replies (9) | Respond to of 108040
 
Sorry, everyone. NERAY is a total POS. 80M float, 0.5 Cash - I should have checked Bloomberg before endorsing it