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Technology Stocks : Excel Communications
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To: david jung who wrote (2691)6/12/1998 1:43:00 PM
From: Rob S.  Read Replies (1) of 2806
 
The analysts speculation has it all wrong: Several companies have rolled out (and are in the process of) huge infrastructure capacity and competing capabilities. Now they are fighting over customers with increasing ferocity. Raw capacity is becoming a commodity that in itself is of diminishing value. Excel, on the other hand, has a vibrant marketing capability and their own fiber optic and switching network. They could use other capabilities, such as digital wireless, but why not just buy some of the struggling excess capacity that is out there? Or, as was the case with Telco, why not buy up other infrastructure plays as they fit into the fabric of the overall plan?

Then, Kenny T. and his family trust hold a large portion of he outstanding shares. An acquisition won't take place unless Kenny wants it to happen. From all indications, this is not likely.

I think ECI is more likely to be the acquirer rather than the acquired.
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