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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?


To: Anthony Wong who wrote (5062)9/27/1999 5:07:00 PM
From: PDL  Read Replies (2) | Respond to of 11568
 
What do you think, Anthony? I'm waiting for the major analysts to chime in -- sort of surprised there weren't one or two reactions today, frankly. Tish William's reaction seems a bit simplistic and emotional -- I'd like to know a bit more about what's her rationale for being so apoplectic.

-- Pete



To: Anthony Wong who wrote (5062)9/27/1999 5:24:00 PM
From: Eric L  Read Replies (1) | Respond to of 11568
 
Anthony.

<< WorldCom's Brute Strength >>

Good post. I like this excerpt:

"A long-distance play, just to get at a wireless move? Or, god forbid, a long-distance play just for the merits of a long-distance play."

As JDN says, "Attornies delight".

It has long seemed to me that the logical entity for WCOM to get into the wireless world via, is the VSTR/OMPT/AERL emerging merger. For the reason stated above. It seems it would be easier and cleaner than the FON/PCS thing.

Disclosure: I hold OMPT & VSTR as well as WCOM. The above statement is sort of why. Someone (US or Europe) is going to acquire them (VoiceStream), IMO.

As stated in prior posts, I think WCOM should be in wireless. Nextel's technology seems a bit out of the main stream. The Sprint thing is complicated. Would Sprint spin off PCS alone. That makes sense to me, but I don't know why Sprint would want to do that (also needs to be in wireless). The FON/PCS thing is ... that Attornies delight. Whew!

- Eric -