Bill Wexler's Dog Pound Message Board

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Non-Tech : Bill Wexler's Dog Pound

REFR 1.730

+10.2%

Nov 11 3:57 PM EST

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To: Dale Baker who wrote (5378)	12/10/1999 2:55:00 AM
From: Bill Wexler	Read Replies (2) of 10293

More about WAXS (strong buy rec) WAXS offers bundled telephony, internet, wireless services for a variety of PTO's, ISP's etc. WAXS concentrates on fast growing overseas markets and management is topnotch. (Maybe think of it as a mini-Worldcom?) biz.yahoo.com WAXS has grown mainly through mergers/acquisitions of small, high quality communications businesses. They also own a group of hardware companies that manufacture comm. stuff (switches,etc.). The company announced that it is divesting itself of the hardware biz. today to concentrate of their higher-margin businesses (A move which I applaud). Right off the bat, I think their net infrastructure and European connections are worth more than the market cap of the company. With the recently announced divestiture, I believe a lot more value will be unlocked. Target: 25 - 30.... downside risk minimal. STRONG BUY

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