Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tom who wrote (395)	2/20/1998 9:58:00 AM
From: tonto	Read Replies (1) \| Respond to of 947

Thanks for an excellent post. There are many on this board. I am sitting on the sidelines waiting to get in IF this stock declines in value. Good luck to all.

To: tom who wrote (395)	2/20/1998 5:05:00 PM
From: stockid	Respond to of 947

Thanks for the info Tom, I also think the situation is worse than what is being reported....Heck, when my local news has stories on INdo..something really has to be screwed up....I will not buy any more shares at this time.....BUT, if it goes under six in the next couple of months...I will buy and buy and buy.... When the streets are red with blood and everyone is heading for the door...Here I come... SK

To: tom who wrote (395)	2/21/1998 6:47:00 PM
From: dppl	Read Replies (2) \| Respond to of 947

That was a brilliant post. Sorry I did not respond earlier. The more I study the situation the more I am happy to hold back on speculative investments in Indo. Maybe on a spike down one day... Another thing you might add - I don't live in Indonesia myself but imagine this to be the case there as well - is the difficulty for governments to control access to international lines due to callback and similar schemes, so even the usefulness as a milch cow of TLK may be getting whacked. Again, thanks for the post. DPPL

To: tom who wrote (395)	2/23/1998 6:19:00 PM
From: Sam Citron	Read Replies (1) \| Respond to of 947

Tom, I am not so sure your pessimism is warranted. Philippine Long Distance Telephone also looked bleak in the waning days of the Marcos era. Whether the transition is marked by excessive bloodshed or not, a national telecom monopoly in a country the size of Indonesia is still extremely valuable. Your comment about there breing too many phone lines in Indonesia for the level of incomes is incomprehensible to me. Poor farmers need to communicate as much as wealthy businessmen, and will do so given any reasonable pricing policy. It is pricing that makes all the difference-- see, for example, Israel's extremely high rate of cellular penetration because of low pricing. SC