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Technology Stocks : NHC COMMUNICATIONS (TSE:NHC) acquiring THE FIBER COMPANY

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To: cleto who wrote (427)8/23/2000 10:51:01 PM
From: Lalit Jain   of 856
 
cleto,

I can only speculate. Most likely an SBC contract/deal will be for big $$. Others will follow soon. I think the Kaufman report is too conservative (read it on the Stockhouse bullboards). Ofcourse there are all sorts of rumours but from the report there are many positives:
- a potential SBC deal ??????
- a NASDAQ listing !!!! WOW !!!!!
- sequential growth in revenues
- conservative target of $20, strong buy rating
- NHC's potential customers are the larger ILECs
- NHC's partnership with Tollgrade, Hekimian, etc.
- NHC's VCCS swx is scaleable
- DSL is in its infancy and is taking off
- As CLECs grow NHC's VCCS would be a preferred solution
- NHC is trading only about 3 times estimated 2001 revenues as compared to 13 for TSTN

High profile management additions would be a great asset.

Take over rumours ? Contract rumours ? etc. etc. Take a pick.

BTW, What is this about taking down the sign on Cote De Liess., Montreal. Please explain.

IMO, Today's pullback was just profit taking.

Regards, Lalit Jain
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