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 : Frontier - FRO -- Ignore unavailable to you. Want to Upgrade?


To: Labrador who wrote (220)7/1/1999 3:44:00 PM
From: Raymond Duray  Read Replies (1) | Respond to of 245
 
Hi Labrador,

To me it seems that FRO is sitting in the cat bird seat. The news of a revenue should have sent this thing down into the 40's but the twin offers have and will prop this thing up until the completion of a purchase.

I am long GBLX and my hope is that Annnunziata has the wisdom to just take the cash and move on. The FRO purchase made some sense. The USW thing mystifies me. Alas, it has become more of an ego battle than an attempt at rational realignment of network assets so I can no longer analyze this with any degree of coherent thought.

Both QWST and GLBX are great companies. I nonconcur. I believe either or both have the potential to become great companies but are not so at present. The crucial distinction is that either are vulnerable to things like the upstart announcement by the Sandoz group yesterday or a take-over by a real networker. JMHO.

Good Luck!

Best, Ry