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Technology Stocks : McLeod, Inc. (MCLD) ---- IPO
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To: DHB who wrote (562)1/28/2001 9:22:58 PM
From: Doug Bean  Read Replies (1) of 1418
 
Thanks Dan.
This guy has it right and obviously knows MCLD pretty well.
At this stage its no longer a question of if MCLD is going to make it.. they already have and now its a question of how big. As you mayhave seen in my previous posts, i am a firm believer that MCLD is not for sale and that it would be near impossible for anyone to buy them until and unless Clark is ready... He is not yet ready.
But you canbelieve that somewhere out there there is a company or two that is looking at them and saying " why the hell did we let them get this big"?
Now they have momentum on their side and they continue to gain market share from the incumbents in EVERY market they are in. The question is how big do the real giants let them get before they get nervous. In one way MCLD is doing all the high tech work that the biggies can't seem to get done, so perhaps they are just laying in wait till alll the heavy lifting is done,, if so that is a very dangerous play becasue if MCLD makes a few more wise acquisitions and then pull off an even bigger merger,,,, all of the sudden the are too big a pill to swallow.
Anyway nice find and if you don't mind i will post it over on Yahoo,, even though i too find yahoo harder and harder to put up with and seldom post anymore.
CRDoug
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