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Microcap & Penny Stocks : FRANKLIN TELECOM (FTEL) -- Ignore unavailable to you. Want to Upgrade?


To: vic klimpl who wrote (24545)1/8/1998 2:55:00 PM
From: Paul Hofmann  Respond to of 41046
 
Terrific post, vic. Methinks it should be required reading for anyone still on the fence.



To: vic klimpl who wrote (24545)1/8/1998 3:57:00 PM
From: Stephen B. Temple  Read Replies (2) | Respond to of 41046
 
Vic: Telephone & Telephony is a two way street now for WCOM/FNet.ggg EOM



To: vic klimpl who wrote (24545)1/8/1998 4:10:00 PM
From: (Bob) Zumbrunnen  Respond to of 41046
 
Ask yourself one question? what business is worldcom in,what business is fnet in.Then ask yourself why would they let us use there network?

My answer to the latter question is still "Because we're paying them to let us collocate". This is very standard stuff.

I really do keep getting the feeling that people are so busy focusing on whether or not worldcom is really getting in bed with us (platinum), that they're completely overlooking the fact that Frank picked exactly the right folks at whose sites to collocate (gold) and the press release makes it known that he's dead-serious about the rollout and it'll soon be happening in full force.

Granted, the possibility exists that WCOM has serious plans for us down the road, or will at some point, but I don't view that as anything really worth speculating about quite yet. And I think that particular speculation just feeds volatility.

To me, this press release simply means we'll be rich. As such, I wouldn't try to read too much into it out of greed for richness to the second power.



To: vic klimpl who wrote (24545)1/8/1998 4:22:00 PM
From: jan fine  Read Replies (2) | Respond to of 41046
 
The World Com announcement puts us back in line to the days when one could access FNET toll free with a 1-800 number from anywhere. Now you will be able to access FNET with a local number from anywhere. If you look at the charts todays action wasn't really as bad as people think. There are gaps to fill when a stock rises too fast. Some people are forgetting this stock was at $4 a few days ago. Now a bad return even at todays close. I think the next 2 days will be up but slower. As Raleigh said by the end of the day Monday we will have a better feeling for things. You have to look at this in long range terms not like J.P. who only looks at the short range picture and isn't mentally prepared to withstand the storm.



To: vic klimpl who wrote (24545)1/8/1998 4:37:00 PM
From: Billwar  Read Replies (1) | Respond to of 41046
 
Vic,
You are exactly right about the value of collocation. It provides for a high quality direct interconnection with WCOM's network that will save FTEL loads of money. It also gives FTEL/FNET immediate access to a worldwide network with minimal further contract negotiations. That is a huge savings to FTEL/FNET in terms of future personnel cost savings and lower marketing costs by being first to market.
The most valuable advantage though is the ability of FTEL/FNET to become a "full service provider". Everyone in the communications industry wants to become a full service provider. In the case of FTEL/FNET, they can sell the DVGs to a company that will enable the company to move their official company traffic to an intracompany network (intranet) and bypass the public switched network. That will save the company thousands and thousands of dollars annually on their toll bills. For all other calls, the company must still use the public switched network at toll rates ranging from $0.15 to $0.30 per minute depending on time of day calling. FTEL/FNET now has a service offering to enhance the DVGs previously sold to these companies. FTEL/FNET can deliver most of the remainder of these calls over the internet as well bypassing the public switched network. The cost of these calls should fall in the range of $0.075 to $0.10 per minute any time any day. The savings here will range in the thousands and thousands of dollars. What kind of marketing advantage does this present to FTEL/FNET. With the FNET card, you can even use this service anywhere in the world where DVGs are available which is another plus to the corporate user.
You think MCI was successful at marketing long distance at a discount, you haven't seen anything yet. However, I do not see FTEL getting any major recognition for their business plans for another six months. By then, their markets will be defined and the competition will be trying to catch up. I hope they do not publish too much about their customer base until they have major name recognition.