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Microcap & Penny Stocks : FNet=Internatl Voice/Fax/Data&Video Services ViaInternet -- Ignore unavailable to you. Want to Upgrade?


To: george willse who wrote (308)6/11/1998 7:50:00 AM
From: Al Krasberg  Read Replies (1) | Respond to of 609
 
George -
Both the foreign and US gross margins were guesses on my part; the high guess of 10-15 cent/minute for foreign is simply because overseas rates from New Zealand & Australia are several time higher than they are here. Companies in the business of getting calls originated in the USA that are actually being placed by somebody in Japan to somebody in the USA (it has a name but I just can't think of it) are making more than this now.
I don't think Frank would give out this info.



To: george willse who wrote (308)6/11/1998 10:10:00 AM
From: Martin P. Smith  Respond to of 609
 
in the US we will likely get the 1 to 1.5 bear the following in mind. We will be piggybacking minutes at 2c per minute. This number comes from JMBests rate for their non network calls. In addition the cost to deliver of IP calls is between 2c and 4c per minute as I understand it.

Another thing to think about is flat rate or bulk rate services.

Martin



To: george willse who wrote (308)8/12/1998 9:56:00 AM
From: Bruce Hoyt  Read Replies (1) | Respond to of 609
 
Hi George, I figured it would be a better idea to do my FNet speculation over here. So, the latest rumors from several who have talked to Franklin in the past month is that we are talking March of 1999 for the IPO.

A couple of months ago they were still leaving the window open for a late '98 IPO but IMO the new guys at Franklin have decided its best to have a quarter of accelerating revenues to show and tell with before going public. And if that's the difference between a $5 or a $15 IPO I would agree.

I would also think that given the fact this IPO has been postponed so many times that March would be a worst case timing and that Oct-Dec numbers should be available early enough to do a late January or February IPO. Many think that Winter IPOs don't do well but for internet stocks timing doesn't seem to make much difference. Look at what Geocities IPO did yesterday with the overall market in the dumpster.

Anyone have any other thoughts or opinions?

Bruce