Hi , firstly the 2 stock I am going to discuss here is . GPACKET 0082 & YTLE 0009 .

I will be talkin about the fundamental theory for the reason why these 2 stocks are good for buy-and-hold , long term investment .

Firstly please view or perceive the share market as a market to buy some good business to own , instead of a place to make fast money or just some index numbers going up and down . That way you wouldn't be blinded by fear or greed when you INVEST . Notice I bold-ed the word invest because I see alot of people SPECULATING instead of investing , they pray or they think it will go up without proper self analysis or understanding of whats going on ..beside share price going up and down . So then they are taken by the ride going up and down , finally loses themself .



GPACKET 0082 & YTL-E

Wimax has been the latest hit around worldwide and especially in Malaysia , where people demand for connection even in rural area . They have a very good advantage agaisnt streamyx because its expensive for TMNET to install fibre cable to every part of malaysia , where as WIMAX is wireless and could be in coverage where the infrastructure is installed .

The rise of demand and the exposure of internet couldn't be doubt , its similiar to handphone . Handphone bloom-ed so fast and the demand for phone connection exploded , started with Maxis and soon followed by DIGI and CELCOM . Everyone own a handphone even school kids , sometimes not only one but three or more . Its happening same for the new era of people , I see people walking around carrying a laptop or macbook ... I am pretty sure you understand its a must to have connection when you own a pc .

No doubt , wireless connection will soon be a COMPLETE necessity . Its a vision fact that the connectivity and speed will improove better and better when competition is heating up . So you tell me if it would be a profitable business to own ?

But there are criteria for growth stock/business , they must have sustainable amount of money for the operation they will be carrying out for atleast 3 years . YTLE has no worries for that , GPacket is doing fine with all the money they accumulated , its sustainable for them to roll out their service .

I know GPACKET has been reporting lost for their reports , that is normal because if you are business man .. you would understand you will need to have money to be invested in expenses and operation before you can start generating profit . Focus on the statistic amount of people that are subscribing up for P1 wimax and their penetration into the market ! I believe I would see both GPACKET and YTLE dominating the internet connection market !

http://forum.lowyat.net/topic/708693/+400

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Added on November 12, 2009, 9:37 amAnything discussion, please proceed to existing Gpacket thread http://forum.lowyat.net/topic/708693/+400,
this topic is for polling result only. ty

This post has been edited by cherroy: Nov 12 2009, 09:37 AM

No doubt there will be demand growth for broadband. But will P1 and YTLE dominate the market is another thing.

The most important thing that you left out is COMPETITION. The market is too small to accommodate 7 wireless broadband players. The no. of players will definitely reduced. So the Big 3 telcos vs 4 WiMax, who do you think the chances of survival is higher? Yea, YTLE got lots of money, but no sane businessman will keep pouring money into a loss making business.

So a few scenarios might happen. 1st, to survive, WiMax players need to go beyond providing plain wireless broadband services. If not, prepare to gulung tikar.

2nd scenario (highly possible), TM will acquire some of the WiMax players spectrum to compliment its fixed broadband.