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Microcap & Penny Stocks : FRANKLIN TELECOM (FTEL) -- Ignore unavailable to you. Want to Upgrade?

To: elk who wrote (35614)	7/7/1998 5:30:00 PM
From: jim bowman	Read Replies (1) \| Respond to of 41046

You know what makes me comfortable about this investment and not so worried about the competition? This technology is in the embryonic phase not unlike software industry of the 80's where even small companies could develop a product and carve out a piece of the market. If Franklin was just now starting as company or if the industry was already in the consolidation phase, I'd be more concerned. That said, let's say Gunter is right, the worst happens and we don't become a major player and start to get edged out by more successful competitors who in turn are fighting among themselves for dominance. If Franklin continues to develop NOTHING MORE than a significant market share of LD card customers in their currently announced markets -- which they are accomplishing as we speak -- they will become very attractive to these bigger players as a take over target down the road. They will need to pick off these smaller companies to gain quick market share anywhere they can find it. You don't think these guys will pay -- pick a number -- $10 (HA!) a share for a solid market in S. America, Australia, Bosnia, NZ, the US, Etc? Unless this company and all of their positive announcements are a total fraud and/or IP turns out to be a bust, I for one am not really worried about this investment in spite of being down more than I'd like at this point. Regards, Jim

To: elk who wrote (35614)	7/8/1998
From: sammaster	Read Replies (2) \| Respond to of 41046

when does ftel report earnings? if they are good as i expect then they will probably report them before august 5(last quarter financials released on yahoo may 5) and they will probably put out a lot of good news at same time to keep above 4 for 10 days for naz listing...early sept is deadline time to see if the launchingpad was aptly named....i hope so samir

To: elk who wrote (35614)	7/8/1998 3:35:00 PM
From: gunther	Read Replies (2) \| Respond to of 41046

Elk, Here are some numbers I was looking at when I made a comment that we might be loosing ground for the #1 place!. In the table, there are companies with sizable contracts, but since the amounts were not disclosed it was hard to put a finger on them eg: IBM/Seimens etc., and compare and the revenues were left blank. Gunther. Number Company Sales/Contracts Signed With 1 USA Global 1.2 Billion! 3 Com 2 Lucent 90 million PT Telecom 3 Digitcom 60 million Indonesian/Jakarta/S,Arabian 4 Vocal Tech 30 million DeutscheTelecom/DACOM/TelcomNewzealand 5 Etel 0.25 million 0.05 million Diamond TelecomUnicentITF 6 Netspeak 30 million Motorola 7 Linkon 0.5 million Sequel 1.9 million AT&T 1.5 million TCM Association 5.9 million Private Placements 2.9 million Backlog orders for gateways 8 Micom IBM & Techdata 9 Clarent 7 million Goldman Sachs 10 Vienna Systems Telematrx NEC of Japan Seimens for Vienna.way Rockymountain net 11 Franklin Telecom0.25 million JM Best 7.0 million Private Placement