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Technology Stocks : CLEARWIRE (CLWR) - Bang or Bust? -- Ignore unavailable to you. Want to Upgrade?

To: FJB who wrote (32)	7/23/2008 11:37:08 AM
From: The Ox	Read Replies (1) \| Respond to of 55

This one looks like a lot of IPOs, where the selling starts quickly and really picks up steam after a year of trading. I haven't done enough research on this one to answer your question. I would think that right here is a good place to consider buying if there is nothing wrong with the company. With the sizable debt, huge SG+A expense vs. Revenue and other factors that leap out at me when I first glance at the company (which many startups have initially), its tough to put a value on the stock. Even with revenues growing greater then 10% a quarter, its going to be a long time before the company comes close to break even unless the revenue ramp kicks into a substantially higher gear. Looking at the analyst info on Yahoo they expect a 77% increase in revenue between 2008 and 2009. However, they expect the company to lose a ton of money during this period. At this point, I don't know enough about their technology and the barriers to entry to discuss whether or not its a good bet to buy here. Tough call. What's your view?