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Technology Stocks : Broadwing Inc.
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To: The Ox who wrote (281)2/2/2005 12:24:32 PM
From: tech101  Read Replies (3) of 4245
 
Broadwing is the only company that was converted from equipment to a service company less than a year ago. It takes time and money to cut costs and ramp up revenue. The SG&A costs are indeed too high, which is the problem and the challenge, too, but that also means there are rooms to improve. If a regular Joe knows where the problems are, it’s not hard for Huber to figure out.

Without the purchase of Focal, BWNG could have been CFP already. If the Focal had been financed by all cash or all stock at the beginning when CORV was about 2, rather than PIPE, BWNG could be kept at 3-4 (pre split) now.

Yes, Huber makes mistakes by ego or plain stupidity. But who doesn't?

Many of us agree that Broadwing has:

1. The most advanced, most efficient, easiest to deploy/provision all-optical national network. Corvis/Broadwing has been touting this for 4-5 years years. We have so far seen no serious challenge to their claim.

2. About the highest ratio of revenue/employee (1600 workers assuming $820-850 m revenue)

3. Strongest balance sheet with plenty of cash and lowest debts in the industry

4. Increasing revenue with 36% of Broadwing’s revenue coming from carrier’s carrier business and about 60% revenue coming from "customers on the enterprise side" (11600 plus 4000 business customers acquired through Focal acquisition).

What’s is the opportunity here?
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