Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Sharck Soup -- Ignore unavailable to you. Want to Upgrade?

To: Sharck who wrote (15430)	4/8/2001 2:55:01 PM
From: Sharck	Read Replies (1) \| Respond to of 37746

RE Teledesic... Long term yes. A solid play. The problem right now is - regardless of technologies, investors are looking for revenue signals and deployments. The Teledisc pith appears solid technically, and it, or similar technology will inevitably be part of our communications fabric. Again - the challenge from an investment perspective is the market sentiment, and real rate of return for some of the massive investments. Check out the numbers behind real deployments, etc. It is a market sentiment issue, not a technology one right now. Where are the sales? Where are they expected to be, and what fundamentals of this stock make it attractive --a) p/e, b) market viability c) peg/pge

To: Sharck who wrote (15430)	4/8/2001 11:35:40 PM
From: HandsOn	Respond to of 37746

Agreed that is why I like WCOM, internet backbone coast to coast plus will be a major in web hosting ASAP. John Q Public and big money looking for value companies trading at reasonable PE's and Book Values, WCOM trading below BV and projected to grow at about 15% with present PE around 12. Talk for awhile about being a takeover candidate plus large increase in short position d/t arb action in ICIX merger relates to a good risk to reward ratio.