To: macker who wrote (25543 ) 9/11/1998 9:30:00 AM From: RocketMan Read Replies (2) | Respond to of 50264
Good point, macker. This announcement has a lot between the lines that will be read loud and clear by the major telcos and the institutional investors. I tend to be conservative in my back of the envelope estimates because even the conservative figures give blowout numbers compared with our current stock price. But the telcos and the institutions don't care about our stock price, they care about the fundamentals being established for future growth. Fundamentals such as: * Exclusive agreements with countries that it is very difficult to get into, such as Egypt and others in the Middle East that will be coming. * Joint ventures that create long-term arrangements, not just contracts that can be written one year and canceled the next. * Low overhead due to Digitcom's enhancing the costly infrastructure that has already been laid by AT&T and others. This translates to pure profit. * Key network nodes that can be used to extend into other areas. Egypt can link the entire Middle East and Africa, for example. And from there, with existing undersea cable, the network can extend to South America. And countries like Egypt, that were relatively late in modernizing their technology, have the advantage of having the latest and best infrastructure in place for telecommunications. Since 1985 they have been laying fiber optic cable for intra-city and major inter-city exchanges. All major cities and population centers are now linked by fiber optics, and the backbone runs from Aswan to Cairo, and from there to the Suez Canal zone, the north coast, and Sinai. This backbone also includes a VSAT network to provide telephony, data, and video services. Who laid in all of this high tech stuff? Companies like Hughes, AT&T, and NEC. And it is this infrastructure that Digitcom will now be enhancing with VoIP services! I could go and on, but my point is that these are the kinds of things that will excite the institutions. They could care less if our stock price is a buck, three bucks, or 20 bucks. It is contracts, revenues, and fundamentals they will look for. The SB10 will clarify all of the details they need to do their DD.