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Technology Stocks : WCOM

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To: Robert Scott who wrote (3690)1/5/1999 4:29:00 PM
From: Jake0302  Read Replies (1) of 11568
 
here's a thought from an antitrust class I am taking:

when a deal is announced, the regulators have a time limit (20 days + another period) to review the deal for antitrust. So, BEL announces the ATI deal... the clock starts ticking... and a good chunk of that period is spent by regulators learning about the market...

if a new acquiror comes into the picture, the clock starts ticking again, another 20 days... but now the regulators know the market... so it is BETTER to let another company make the first bid.

if WCOM jumps on ATI now, then it gets a slight advantage (maybe... one thinks regulators cover the telecom market pretty well already)

generally this thought about jumping on VOD after it gets ATI is a brilliant one... let them do some consolidation, get WCOM stock up to 110, then grab the merged entity. I like it. I like it alot.
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