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.

Technology Stocks : Tellium -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (31)	6/1/2001 6:21:29 PM
From: RockyBalboa	Respond to of 72

As you often said, was it a "bought deal"? And regarding your statement that all Telecomms have problems, I tend to agree. But there are some who fare better and show positive Cashflows (like the European mobile companies which are likewise cash cows), and then we have the data carriers which do have too low revenues for years in order to turn in cash, thanks to the masochistic pricing... To add a tidbid. it was Mobilkom (Austria) who turned the cashflow of the whole Telekom (NYSE:TKA) positive in 2000 and more important, in Q1 2001. See: biz.yahoo.com * Fixed line: Despite competition-related decline in revenues by 6.3%, EBITDA remained almost at the level of the previous year due to successful cost cutting measures. EBITDA margin increased from 31.1% in the 1st quarter 2000, to 32.9% in the 1st quarter 2001. * Mobile communications: Growth in Croatia and the consolidation of the mobile market in Austria had a positive impact on this segment's margins. Revenues increased by 21.5% and EBITDA by 32.8%. To make things worse, does this influence Tellium? Message 15883038 Earlier Thursday, CIBC World Markets analyst Jim Jungjohann lowered his investment ratings on a number of component manufacturers, on his belief that network vendors are starting to seek average price discounts for components of up to 25%.