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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: zora who wrote (9684)	2/23/1999 12:07:00 AM
From: Trader J	Read Replies (3) \| Respond to of 56535

PCNTF - Well, I dowloaded 3 separate reports including the initial an after IPO prospectus and I will give some of the numbers that I have here in front of me. Nothing of great interest as it relates to disproving the Asian conspiracy as I have come to call it orginally posted by Rande from a Yahoo poster. Let me start with some quicky numbers and then I am going to download the initial prospectus to shed some further light. One report rates it, essentially and 8 out of 12 possible points for quality of investment. Provides Internet access in Singapore (84% of sales) and Hong Kong (16%). Recently added Philippines. Expanding in India, Australia. has 187,000 dial-up subscribers (73% of sales), 546 leased line subs. Receives $17/mo./Sub. has a low 1.7% churn and Operates 4 large POPs. #1 of 3 ISPs in Singapore with 40% share. Other two are: SingNet and Cyberway. #3 of 100 ISPs in HK with 6% share. 3.0M Shares Offered - Outstanding Shares of 12.2M Managers: Lehman Co-Managers: Bear Stearns, Cowen & Co. FY Ending: ($000) 1996 vs. 1997 --------------------------------- Sales: $17.643 vs $29.892 Gr. Profit: $ 8.665 vs $15.679 Interim Results Sep. 97 vs Sep. 98: ------------------------------------ Sales: $8.172 vs $11.983 Gross Margin: $20.7% vs 61.9% EPS: ($.02) vs $.24 This is all I have for now, but the yearlies and Interim numbers look great but they will need to continue to string these good numbers to stand out above the rest. I believe these Internationals have great promise, especially those with expanding markets and aggressive growth strategies. As a similar issue with a much smaller market, take a look at OZEMY currently at $22. I believe they will be taken out before too long (OZEMY that is). Good luck. Will post more as I get it. Tj

To: zora who wrote (9684)	2/23/1999 8:08:00 AM
From: Sasa	Read Replies (2) \| Respond to of 56535

Jeff - OZEMY It appears that they have already been taken over...[excerpt from PRESS DIGEST-Australian Business News - Feb 19] THE AUSTRALIAN FINANCIAL REVIEW Australian Internet service provider Ozemail <OZM.AX> <OZEMY.O> has reported a A$13.7 million loss for calendar 1998, an improvement on the previous year's A$16.8 million loss. United States phone company MCI-Worldcom <WCOM.O> is expected to reach the compulsory acquisition level net week, with most of Ozemail's shareholders having already accepted its A$520 million take-over offer. Peace, Sasa ((~.~))