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Technology Stocks : INDONESIA'S PT TELECOM(TLK) -- Ignore unavailable to you. Want to Upgrade?


To: Susan Saline who wrote (297)2/10/1998 8:38:00 AM
From: tom  Read Replies (2) | Respond to of 947
 
The trouble is

- Telmex currently trades at half that EV/EBITDA or P/E valuation that TLK does (even after Telmex's huge share price move)
- The debt problem in Mexico was much smaller and Mexico had a believable plan in place much more quickly than Indo



To: Susan Saline who wrote (297)2/10/1998 10:45:00 AM
From: ----------  Respond to of 947
 
Sue:

Sounds like you either listen to Dr. Mark Mobius, or you think like
him.

Either way, IMO, that is admirable

Doug