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Technology Stocks : OMPT!!!

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To: BHunt who wrote (309)1/6/1999 4:38:00 AM
From: Jules Shear  Read Replies (1) of 531
 
BHunt.... I agree with you. With all of the wireless consolidation speculation going on right now, and OMPT publicly stating that it has the "For Sale" out, it seems this board would have alot more activity.

Personally, I give the greatest odds on a OMPT relationship with Mannesmann (Geoge Schmitt has close ties with the company when he was with AirTouch) Mannesmann has been aggressive turning their company from a manufacturer to a telecommunications operator. They have been aggressive expanding in Europe and have lots of GSM expertise and lots of cash. Other potentials could be SBC, BT, WCOM, Hutchinson, or Bell South. There is definitely value for a large telecom to go for the national US GSM footprint to compete with the other national wireless providers.

Any thoughts?? Also, any insights on how OMPT's 4Q will turn-out?
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