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RE: [RT] TALK



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Bob,

 

Like most small Telecomm stocks it went on
a terror last year. It sold off in March prior to the market on the courts
throwing back to the FCC the UNE-P pricing structure which was victory for SBC
but mainly for the RBOCS. TALK’s pricing
structure should they now have to negotiate rates will hurt earnings. The stock
may be a little over done on the uncertainty of future pricing but it is
something to consider when looking at EPS estimates.

 



<span
 >Duke
 Jones<span
>, CMT

Longboat Global
Advisors, LLC

www.longboatglobal.com

www.sectorrotationfund.com



 

<span
>-----Original Message-----
From: BobsKC
[mailto:bobskc@xxxxxxxxxxxx] 
Sent: Tuesday, April 06, 2004 5:30
PM
To: realtraders@xxxxxxxxxxxxxxx
Subject: [RT] TALK

<span
> 

<span
>Anyone looked at this phone company lately?  The
stock looks amazingly <span
>
cheap.  They've been paying off debt like
demons and making a lot of money 
while doing it.  It has a PE of 3, which for
a company rapidly reducing 
debt load and increasing business, is
incredible.  (The name of the company 
is Talk America and they are selling all the
typical phone services, many 
of them bundled).

Good trading to all,

Bob














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