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Technology Stocks : STAR Telecommunications (STRX) -- Ignore unavailable to you. Want to Upgrade?


To: Ron Kory who wrote (197)7/12/1998 4:13:00 PM
From: Terp  Respond to of 780
 
Chris, welcome to the Silicon Investor. I have been following your posts on Yahoo. I am a Telecom Engineer and feel quite comfortable investing in your company as I feel I know the field pretty well. What a welcome week last week as we were all given a chance to buy at those discounted prices. I hope Kauffman gets it handed to them...they deserve it.

For anyone not reading the Yahoo boards, here is a message left by Chris today with regards to a question on the growth of Star:

<<"star mgt has informed analysts as well as institutional holders that we believe a 40% annual growth rate for the next two years is achievable. Star mgt is currently working on our year 2001 model. When its ready, we will discuss it first with analysts.">>



To: Ron Kory who wrote (197)7/12/1998 5:59:00 PM
From: CEO_Chris  Read Replies (1) | Respond to of 780
 
Ron, PGEX is the type of company that STAR likes to be compared to. They have strong leadership and management who know the industry and where the market is going. Star is a customer of PGEX, we like their quality. The biggest difference between the two companies may be in our aggressive approach to diversification into retail and other commercial services. While they certainly have a strategy for higher margin retail traffic, I do not know if their mix is 50-50 like star's will be post PT-1 merger. We believe PGEX is a good company, a strong competitor, but even more noteworthy, a valuable supplier.