SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : GST Telecom. Unfollowed and Unloved?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Steve Landrum who wrote (11)5/24/1996 10:12:00 AM
From: gordon mac leod   of 47
 
Steve,

Regarding your comments on the fibre frenzy in this sector. I would have to say that it is going to continue for some time to come. The telecommunications industry has been turned upside down by the passing of the telecom bill. Every company is being affected by it. The changes are rapid and companies will have to react quickly to stay competitive. This is the reason you are seeing so many deals being announced regarding companies who have fibre optic networks. These companies are the darlings of the industry and are sitting ducks for the big players. Every day you see some kind of merger or J.V. or financing within this group. Another example of this is the announcement within the last 24 hours by MFS (MFST) of a 28 million share issue that they are going ahead with. The lead will be Saloman Brothers. This money will be used to expand their networks. This is $1Billion in new money flowing into just 1 CLEC company. As far as GST goes. It has not participated as much as both you and I would like to see. My belief is that very shortly you are going to see more coverage by major investment firms of this comapny. Although they have recently been recommended by Morgan Stanley, they are relatively unknown. This is going to change in a big way soon.One day this stock will have it's day in the sun.

For your information GST's switching division NACT announced yesterday that they have begun to ship a new series of switches to customers. This division is a beauty and is hardly even noticed by investors.

Also for your information, here are companies that are competitiors of GST$12.88 that are public: ICIX $35 / ICG $ 25 / BFPT # 37 / MFST $ 36 / ACNS $15.

Gord.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News