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

To: JM who wrote (5233)	10/7/1999 1:30:00 PM
From: PDL	Read Replies (1) \| Respond to of 11568

Yes, I'd say the past two days is putting a rosy outlook on the merger. I've seen only one negative assessment from a WS analyst -- and probably 20 positives. And we saw (on this thread) one stupid, simplistic negative analysis by some moron from InfoWorld (I believe -- sorry if I'm blasting the wrong publication) who was negative. I also suspect analysts and investors are remembering the past two or three WCOM takeovers when WCOM's stock collapsed at the time of the announcement and then soared as people figured out what a great fit it was going to be (and how synergies and cost savings would make the deal accretive virtually instantly). I think the sharper big-money investors could see that happening again and decided to get in front of the curve. As Jack Grubman said in his last Research piece (before going quiet as SSB started doing the investment banking for the deal): "back up the truck and load up! You won't see this level in WCOM for long. And these are the best collection of telecom assets on the globe..." And they've recently gotten much better!