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To: PashaBear who wrote (7)2/20/1998 2:49:00 PM
From: Trey McAtee  Respond to of 42
 
harold--

you make a good point, and i think some of the major telcos will lease space on the systems for expansion.

the thing with all these satellite systems is that there are so many, and it seems like most are targeting mobile prfessionals. while that is a very lucrative market, i think it is being saturated. these guys better hope the reseller model takes off, cause if it doesnt there arent going to be enough consumers to float all these companies.

good luck to all,
trey



To: PashaBear who wrote (7)3/2/1998 11:51:00 PM
From: Graham Dellaire  Read Replies (2) | Respond to of 42
 
List of PE's of Some Network (xDSL) stocks

From wsrn.com

ASND
PE 69
P/Book 8
P/Sales 6

Pair
PE 28.8
P/Book 7.05
P/Sales 5.38

ADTN
PE 29
P/Book 5.96
P/Sales 4.46

BAY
PE N/A
P/Book 5.10
P/Sales 3.24

NT
PE 34.1
P/Book 6.08
P/Sales 1.79

NN
PE N/A (historically between 35-50)
P/Book 4.27
P/Sales 3.55

LU
PE 148.5
P/Book 20.55
P/Sales 2.56

HIGHEST Ratios: LUCENT! WAY over priced
Lowest Ratios: PairGain and Adtran
Selling the Most: Nortel

Nortel has an average PE for the group and is a cash cow.

Graham