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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (5093)	5/5/2004 3:22:03 PM
From: Crossy	Read Replies (1) \| Respond to of 37387

Dale, re: TLK While the market is certainly interesting in Indonesia, a PSR of 3.5 is not cheap IMHO. It's also the "incumbent" in a country where especially the incumbent wireline operator must be vulnerable to the delayed effect of telecom reform.. I would rather look at South African company called "TELKOM" called TKG (NYSE listed). They are wireless only, growing strongly, profitable and PSR is 1.10 - branching into other African countries also. In fact, the African hemisphere might be more stable than Indonesia which has had a more or less violent phase since the early 1990ies.. all the best CROSSY