SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WCOM
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JM who wrote (5233)10/7/1999 1:30:00 PM
From: PDL  Read Replies (1) of 11568
 
Yes, I'd say the past two days is putting a rosy outlook on the merger. I've seen only one negative assessment from a WS analyst -- and probably 20 positives. And we saw (on this thread) one stupid, simplistic negative analysis by some moron from InfoWorld (I believe -- sorry if I'm blasting the wrong publication) who was negative.

I also suspect analysts and investors are remembering the past two or three WCOM takeovers when WCOM's stock collapsed at the time of the announcement and then soared as people figured out what a great fit it was going to be (and how synergies and cost savings would make the deal accretive virtually instantly). I think the sharper big-money investors could see that happening again and decided to get in front of the curve. As Jack Grubman said in his last Research piece (before going quiet as SSB started doing the investment banking for the deal): "back up the truck and load up! You won't see this level in WCOM for long. And these are the best collection of telecom assets on the globe..." And they've recently gotten much better!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News