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

To: r q lad who wrote (363)	2/16/1998 9:32:00 PM
From: dppl	Read Replies (1) \| Respond to of 947

I have been studying the TLK situation for a few days, attempting to assess a reasonable entry point. I like the grimness of the situation but recognize that civil war and the demise of Mr. Suharto could open the way to more reasonable values. I noticed that Mr. Suharto sits with Mr. Banbang Subianto (President Commissioner and the Member of Commissioners) and that even if these two intimates fade, Telkom is too much of a golden goose to be plundered to death: net income allegedly up 68% in a year. Also, state plundering of telcos is getting harder, what with call-back schemes and satellites. My approach is to divide a speculative investment in three tranches and to establish positions during the next 4 months, with entry points predicated by disasters of moment. Thoughts? DPPL