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Technology Stocks : Frontier Corp. (FRO) Takeover candidate @ $47?
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To: Brad Bolnick who wrote (5)6/17/1996 9:04:00 PM
From: David Guggenheim   of 13
 
Excellent question, Brad. I'm trying to get information about the timing of any potential deal and then I will add options to my equity.

Trying to minimize any potential risk, but options do sound like a worthwhile investment (July 35 calls are pretty cheap).

I have been following the Excel thread - they have proven the strength of LD reselling (20% of all LD revenues are resold). But service bundling by the RBOCs could prove too much an enticement for the basic consumer. Excel would have to expand into PCS offerings, which is not unreasonable considering that Nextwave has announced their intentions to only sell to resellers (no retail marketing). It should get interesting - I'll be watching.

Thanks for the post.
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