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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW) -- Ignore unavailable to you. Want to Upgrade?


To: Stock Watcher who wrote (2787)2/12/1999 11:08:00 PM
From: Seth L.  Read Replies (2) | Respond to of 52051
 
Thanks SW I can write a book on why I like FTEL to trade at higher levels.

1) It all starts with management and Frank Peters has turned the rains over to 3 individuals (Mr. Buzzwell, Mr Mcgruder and Mr. Kurkyndial) that have taken a poorly managed BB company and is prepping them to realistically take their place as a player in the hardware business for VOIP and grab a piece of the pie of the internet telephony revenues through FNET

2) As you said the product. Tempest besides being an award winning gateway is more importantly a very saleable product. Its easy to setup and can be upgraded on the fly. You will see that in the very near future that the bells and whistles that a potential buyer can get on the tempest will attract many companies that want to get into telephony. I am not as technically educated here as some others that I converse with. But even the most conservative observers would agree that their product is as cutting edge as any out there.

3) Increased revenues. The last few quarters are starting to develop a trend that shareholders love to see. Increased revenues from quarter to quarter. Its only getting better we are 1/2 way through this quarter and already they are close to doubling their reported revenues from last quarter. Can you say FTEL in the black? Not yet but it appears soon. By the way compare their sales to Netspeak and ask yourself the obvious question. With all this these revenues are still lacking 1 thing, revenues from their subsidiary FNET. When they kick in you will see some serious market recognition.

4) FNET, the underrated ISP that has developed into a full fledged telephone network that is growing with a unique twist. They are working the foreign market developing JVs with companies in other countries to bring the low cost of telephony to their region. The Boznia network is a great example of taking advantage of markets and situations that present themselves. This network when operational offers high margin and many other avenues of potential business growth. Ftel owns 67% of FNETso these revenues are passed on to FTEL. Currently FTEL is working on IPO for FNEt sometime this summer.

5) The bad stuff is behind them, They had 2 grey clouds hanging over them that are now a memory. First was a law suit from T alleging fraud on a flat rate program that FNet was involved with. This suit was settled amicably by both parties and dropped. The other was the PP that involved convertible shares that were shorted against the box and pressured the share price all the way down to .50. All these shares have been converted and the foot is off the throat.

Believe me there is more but it looks like hype at this point so I better stop. I pride myself on trying to be objective but as you can see I own this stock so I strongly suggest you do your own DD. I just hope I was not tooo much.GGGGG

Thanks SW I have been lurking on your thread

Sethy



To: Stock Watcher who wrote (2787)2/13/1999 5:54:00 AM
From: Gary R. Owens  Read Replies (3) | Respond to of 52051
 
Nobody asked me but, if I may:

Trying not to hype but there's a thin line between
excitement and hype.

Some of the reasons why I am invested in this stock:
(each point can be a good place to do your own DD)

Management - Mr. Buswell's reputation (et. al) precedes him, see his bio
Product - award winning, see internet telephony magazine
Alliances - GTE, SBC who knows who is next
Countries - A few are up and running now, many more to follow
Niche market - going after fattest margins i.e. overseas to overseas
Shareholder concern - UCC-2 filings

And most of all - because I have seen the equipment, talked to the
management and highly recommend that anyone considering putting
any sizeable stake into this stock do the same.

sincerely,
gary