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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: carolm who wrote (25271)	1/29/2002 3:44:32 PM
From: Zeev Hed	Respond to of 99280

Well, TTIL went from the $21 area where I made that rec to about $35, and right now, i think around $25/5 it could probably be bought again. Zeev

To: carolm who wrote (25271)	1/29/2002 3:45:24 PM
From: LTK007	Read Replies (1) \| Respond to of 99280

from YHOO board--SSB trying to stop bleeding TTIL<<<Salomon Smith Barney ~ January 29, 2002 by: attunity_for_long messages.yahoo.com Long-Term Sentiment: Strong Buy 01/29/02 02:10 pm Msg: 4676 of 4681 TTIL: Is The Hutchison Deal Lost? We Think Not; Reiterate 1H TTI Team Telecom Intl Ltd(TTIL)* Rating: 1H As of 01/29/2002 Last Changed 07/30/2001 Victor Halpert Robin Nazarzadeh January 29, 2002 SUMMARY * On Jan 29, ECTX announced a contract win with TELECOMMUNICATIONS Hutchison Group for fraud detection on Hutchison's 3G networks - the contract was won in December. * We believe there had been anticipation in the market of TTIL winning a contract with Hutchison - leading to some confusion regarding ECTX's win, and the implications for TTIL. * TTIL had NOT been bidding on a fraud detection contract with Hutchison, but for a manager of managers contract more related to network monitoring - TTIL has NOT lost the Hutchison contract, which is yet to be awarded. * We still feel upbeat regarding TTIL's chances of winning the Hutchison contract, and are confident of TTIL's growth prospects. * We reiterate our 1H rating and view the recent weakness as a buying opportunity. FUNDAMENTALS P/E (12/01E) 23.5x P/E (12/02E) 20.1x TEV/EBITDA (12/01E) 18.4x TEV/EBITDA (12/02E) 14.9x Book Value/Share (12/01E) $7.62 Price/Book Value 3.6x Dividend/Yield (12/01E) NA/NA Revenue (12/01E) $60.2 mil. Proj. Long-Term EPS Growth 35% ROE (12/01E) 15.4% Long-Term Debt to Capital(a) NA OPINION On Jan 29, ECtel (ECTX - 1H, $15.90) announced a contract win with Hutchison Group for fraud detection on Hutchison's 3G networks - the contract was won in December. We believe there had been anticipation in the market of TTIL winning a contract with Hutchison - leading to some confusion regarding ECTX's win, and the implications for TTIL. TTIL had NOT been bidding on a fraud detection contract with Hutchison, but for a manager of managers contract more related to network monitoring. We do not believe that TTIL has lost the Hutchison contract, which is yet to be awarded. We still feel upbeat regarding TTIL's chances of winning the Hutchison contract, and are confident of TTIL's growth prospects. We reiterate our 1H rating and view the recent weakness as a buying opportunity. Posted as a reply to: Msg 4675 by sudera2002 Message Thread [ View ]>>>>