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Re: [sharechat] Cris' Current Watch List & SKG - Skynet Global

From: "Cristine Kerr" <>
Date: Wed, 24 Mar 2004 08:34:47 +1000

ASX Announcement 8.30am - Wed, 24 March 2004
WiFi Roaming at McDonald's Launched
1) 125 McDonalds outlets (over 20% of the total number of wireless hotspots in Singapore) - adoption of service is being promoted via free access offer to all McDonald's customers until end April, followed by a highly competitive $3 fee. ' ... "Indeed from our standpoint, it is not just about introducing Internet terminals, flat-screen televisions and music videos into our re-imaged restaurants but also helping to facilitate a wireless networking lifestyle," said Bob Beard, Managing Director, McDonald's Restaurants. ... '
2) SkyNetGlobal is an 'open network'. That means ISPs are able to provide access to their members provided there is a roaming agreement with SKG. This applies to access by members by local ISPs and international ISPs through iPass or GRIC. Ad-hoc users can also purchase access sessions from SkyNetGlobal on a retail basis.
3) Singular wireless broadband network based on the 802.11b technical standard + high quality, high grade security via deployment of Cisco routers and security/LAN technologies at each of the restaurants and at SKG's network core. Managed VLAN switches ensure integrity. SKG is also a carriage network for a number of VPNs (virtual private networks), including McDonalds in-house data and backend traffic for any new services.
4) Advanced security and policy-based traffic shaping, includes bandwidth control and service placement support - allows differentiation of user experiences based on service agreements with different categories of users.
5) Ease of purchase - retail single session sales via credit card and is presently working on a system to introduce 'stored value cards/cash cards'.
6) Fully customisable login page - creates opportunities to perform e-commerce.
7) SKG network architecture - optimised for future services under development - game server, video streaming, video conferencing.
----- Original Message -----
Sent: Sunday, March 14, 2004 2:15 PM
Subject: [sharechat] Cris' Current Watch List

Hi All,
As a fairly regular poster, I thought I'd share some of the more promising from my present (evolving) watch list on the understanding it may be different again tomorrow.
NB A good prospect today can be a bad prospect tomorrow and vice versa depending on world events, good/poor business planning and execution, changes in key executives (eg KAZ last year), etc, etc, etc.
I consider all of the following to have high growth potential. I'm reasonably sure all of these have been summarized at varying times.
CBD - Maintain a vigil for best entry price
INL - Wait a while for it to settle down again
IVN - May take a while
MIC - Await confirmation of BioGold acquisition
MUL - Great today, tomorrow, etc, etc (I researched this one following an excellent tip from 'Oski' who posts occasionally to an Ozzie forum.)
NLX - Hoping it will drop a little more to make it worthwhile
PDR - Promising a return of capital to shareholders
SKG - Market has grown a little bored with SKG of late
VSG - Long overlooked - ticking time bomb
WAL - Great buy today, tomorrow, etc, etc
ZYL - Wait until it settles after Rights Offer period.
All the above notations are naturally subject to change of circumstances.
These shares have what I consider to be high growth potential which usually goes hand-in-hand with high risk. I minimize risk via research and tracking.
These shares are suited to a patient, long-term hold. Time frames will be dependent upon market trends and factors.
As always, I like to share info that may bring benefit to someone else.


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