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To: LBstocks who wrote (18865)5/15/2000 11:49:00 AM
From: Voltaire  Read Replies (5) | Respond to of 35685
 
Porchers,

I know you get sick of hearing about ELON but I cannot stress enough about the PSYCHOLOGY now behind this stock and Psychology is one of the hardest dynamics to find in a stock.. Great story, relatively low float and a deal in hand from last week that will triple revenues. It does not take a genius to see what the next earnings run will bring.

Oh well,

keep in mind that KG4's friend said I am only right about 20% of the time. after thinking about it, he could be a little high.

selah,

Voltaire



To: LBstocks who wrote (18865)5/15/2000 7:47:00 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 35685
 
LongBeach, any comment on the European spectrum licensing?

Barrons points out the heavy costs incurred by carriers just to play the game

Vodafone costs were huge as successful bidder
they sold Orange PLC to defray costs
$50 billion is a lot of chicken to float

it seems to me that the winners might to some extent suffer a Pyrrhic victory, winners in bidding, but crippled by the expenses from paying the price to play... all the winner bidders must have deeeep pockets to continue

I think Barrons quoted the Vodafone win as costing $98 per man/woman/child in Britain just to play... forgive the exactness in detail, capture the essence

/ Jim