----- Original Message -----
Sent: Wednesday, March 24, 2004 8:34
AM
Subject: Re: [sharechat] Cris'
Current Watch List & SKG - Skynet Global
ASX Announcement 8.30am - Wed, 24 March
2004
WiFi Roaming at McDonald's
Launched
Highlights:
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.
Regards,
Cris
See IRG research reports
