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Technology Stocks : TELSCAPE (TSCP on NASDAQ)HAS GROWN LIKE CRAZY IN 1997 -- Ignore unavailable to you. Want to Upgrade?

To: David Edwards who wrote (73)	9/3/1998 2:03:00 AM
From: Capitalizer	Respond to of 87

Beaten Down like an unwanted ... Nevermind. Mgt. can't see the reason for this "volatility" (read: decline) and neither can I. The only poor part I can see is that over the last consecutive 3 qtrs, revenue has been fairly flat. Yet, with their new markets (specifically Mexico) and the horribly low PE, I just am a little baffled. I would actually expect revenue to start growing starting with the Sept qtr. As mentioned in the previous post, revenue was still strong from other areas. According to the press release a couple days ago, I BELIEVE mgmt said they were even optimistic near and long term.

To: David Edwards who wrote (73)	9/10/1998 3:58:00 AM
From: Tom Murphy	Read Replies (1) \| Respond to of 87

Dave, in reference to the fiber optic network TSCP plans for Mexico, and overall expansion in Latin America...Do you see services like Globalstar (Lorel & Qualcomm) as direct competition to TSCP. Unlike Iridium, Globalstar will work with existing terrestrial infrastructure and cover 90% of the earth (land mass). The bulk of its business will be regional calls made within nations, extending the limited terrestrial infrastructure in developing nations and "filling in the gaps" for cellular service in developing countries. I believe the Globalstar system is scheduled for operation in the spring of 1999. And then down the road you have the $9 billion Teledesic LEO system which is under development by Motorola and Boeing. I guess my question boils down to: Is it worth laying fiber optic in developing countries?