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Technology Stocks : GTE
GTE 4.060+4.9%Nov 5 3:59 PM EST
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To: Taboo who wrote (529)1/8/1998 9:29:00 PM
From: Rashe W. Stephens III  Read Replies (1) of 671
 
I think GTE has four realistic alternatives:

First of all, remove any and all thoughts of GTE acquiring MCI out of your mind. It's Worldcom's. GTE lost that battle.

1) BT still wants in to the US market. They have a fat war chest. Similar conservative coporate cultures.

2) Buy Sprint. #3 LD carrier; good wireless base, fairly good data service network, good international strategic alliances. Downside, only in a few major local markets. Not the lucrative major metros

3) Buy a CLEC. ICG is the largest one left. Best markets are right in SBC's backyard--Texas & California. ICI still an attractive regional CLEC. Others McCleod, GST, Nextlink (loosely tied to AT&T). Could make a higher bid for TCG, but I think that would be MCI revisited.

4) Do nothing. I think they can go it alone. In a unique position right now. They're the only real carrier that can offer residential & business local, LD, & data on a wide scale.

Those are the four realistic alternatives (IMO). Two others to ponder:

1) Buy an RBOC. This would come under great scrutiny by the FCC. To me it wouldn't make a whole lot of sense, because the best thing GTE has going for it is that it isn't an RBOC. It gets a lot of advantages by not being called what it really is.

2) Buy QWEST or another huge Internet provider. Try to buy up the Internet & packet switching networks of the future. They are the future of telecommunications. I doubt QWST is for sale though.
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