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montanar

01/25/07 3:22 AM

#62552 RE: mide #62532

Mide, really nice to be able to read your posts again. Thank you. Hope this message reaches you in the middle of a starry night.

As often is the case, we are in full anti-climax with a poor recognition factor of where we are at the moment.

Here are some three reasons:

a) Lack of trust and confidence in GTEM because of broken deadlines and failed deals

b) More then imperfect information, in fact an almost complete black-out on financial/company news because of the SEC investigation

c) An unrecognized (worse, never really spelled out clearly by new management) but permanent state of Research and Development. This R&D mode is essential and a "real" strength of this company, except that prolonged "darkness is a bad thing" and allows for both expectations and frustrations to grow exponentially.

Against this background your new post and Vern's "last post" find me in perfect agreement. Guys unless Sanswire II crashes for lack of engineering DD we have bottomed out.

As you say

"It does not appear to me that we are in a "turtle" mode, or a "fire sale" mode, but in a whole new growth mode. It is beginning to me to seem that we have a fresh start "Kick Butt" mode in drive. It may be only 12 stores, and we are still awaiting news on other fronts, but why develop a new product if you have no future based on your past efforts? My guess is the new team in Dodge thinks we have the goods Huff promised all along...otherwise...why bother?

Now with or without Mexico and/or Germany we are floating and ready to ascend.

Children of all ages fasten your seat belts!

PS:
And a big thank to Rob for passing on the "kitchen side" of the story on our GTEM employees aka "passive investors" in Metro_PCS.

"Mr Serenity Now" keep talking please!

I remain yours truly "active IHubber investor"



eqbeck

01/25/07 10:58 AM

#62575 RE: mide #62532

Mide, outstanding DD...if I could add some examples of possible opportunities here both business and retail...

A company like Smart & Final/Cash & Carry with majority ownership(Groupe Casino) located in France may find this more value oriented than 800 calling.

I believe however that Comp USA headquartered in Dallas with stores and majority holders in Northern Mexico a more probable customer.

The most intriqueing thoughts are the Asian students in the U.S., since Anywherecaller.com shows free calls to both China and Taiwan.
These students are quite a high percentage of our Community College population and growing...so much so, that a good portion of the local schools have built residences on campus to take advantage of the cash flow opportunuties from this group.

It's interesting to note that out of 17 current replies to your post, only about 5 still exist....I suspect few 'traders' were able to take advantage of a box short since pumping was minimal and of course the 'uptick rule'.

Please pardon my lack of eloquence...those of better prose may be able to see my thoughts clearer than I have been able to express in this post and may wish to express the opportunities better.

The bottom line is, this is a natural progression from the initial 'Iligue' venture and utilizes existing infrastructure with minimal downside to Globetel.