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.

Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Craig Richards who wrote (9583)	6/3/1998 12:10:00 AM
From: Dale Baker	Read Replies (1) \| Respond to of 18691

Companies that provide network services seem to be valued on subscribers and EBITDA, not earnings. Break out those figures and compare them to the rest of the sector. The theory is that it costs billions to build these systems, but positive cash flow will eventually produce good earnings for a company which now owns important infrastructure. I may not agree, but the market didn't ask me when they start valuing companies this way.