SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Microcap & Penny Stocks : FRANKLIN TELECOM (FTEL) -- Ignore unavailable to you. Want to Upgrade?


To: VALUESPEC who wrote (39532)12/10/1998 8:36:00 AM
From: Al Krasberg  Read Replies (1) | Respond to of 41046
 
VS- You ask:
"Didn't last quarter include extra-ordinary sales of DVGs?"
.
Franklin had some big TEMPEST sales to JM Best last quarter, but not extra-ordinary.
Best has bought more this quarter, and Franklin now has another customer who is buying repeat orders in quantity. Would you say these sales were extraordinary as well?
.
In any case,reread my post. My prediction said the MAIN increase in revenues would be from FNET, not from TEMPEST sales.
FNET had the Bosnia satellite system, plus one foreign DVG site up and operational in the last half of last quarter; this quarter they have had eight DVG sites operational for most of the quarter. None of these are low margin, although a couple of the European sites are not as high-margin as Honduras and Guatemala.
Setting up one of these sites is very negotiation-intensive, and costs an average of about $250K. Once set up, though, growth (adding more capacity) is cheap, and they will pay for themselves over and over and over again.
.
You are in for a surprise.