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Technology Stocks : XO Holdings, Inc. (XOHO - XO Communications)

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From: tech101	4/1/2010 6:25:27 PM
	1 Recommendation of 615

XO Finally Reports Q4/2009 telecomramblings.com Carl Icahn chose to delay the 10-K to the Jews Passover and the Christian Holy Week when most traders were gone. As homersimpsonbush said, "the value here is not necessarily in the EBITDA but in the revenue book and how much it would be worth to an operator with a different cost structure (like LVLT or TWTC)." The words about refinance serves as a test balloon, and might predict a deal nearing. It could also be an excuse or a ladder for Icahn to come down in the backdrop of the resign of Adam Dell - one of the pillar members of the "independent" BOD. However, any deal under 3.75 would be difficult to please R2 and many other minority shareholders (at least 12 million shares) with the Hillenmeyer's class action case sealed in the Delaware Chancery Court. All the lawyers specialized in class action would be thrilled should that indeed happen.

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