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Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Ron McKinnon who wrote (20984)	10/10/1999 2:19:00 PM
From: Larry S.	Read Replies (1) \| Respond to of 53068

TELCOs: - think the feeding frenzy in telco is going to reach a fever pitch as the number of available targets is getting smaller. The WCOM/FON deal, with BLS's last minute mega-bid is the tipping event. BLS knows it has to acquire someone. QWST remains the likely target. An almost sure thing is buying USW to get QWST shares which will be acquired by BLS. Problem is this is a 12-24 month time scenario, not exactly internet time. DT (Deutsche Telecom) is likely to sell its share in Global One to FT (Frenche Telecom) and will pocket 11-14 billion. Also DT has pile of cash from its divestiture of cable properties. Talk of DT bidding for SBC (don't think would be allowed). GBLX announces it wants more acquisitions, while remaining a very attractive takeover target itself. GBLX is majoritey controlled i believe by its founders. CWP- Cable and Wireless is my choice of the next acquisition. It has large interests in many parts of the world. BEL will consolidate its pending GTE acquisition and its new joint venture with VOD, but the management there is aggressive and astute, and very well respected on wall st. SBC will consolidate its acquisition of AIT, but same management factors apply to SBC BLS will have to do something. CSN - Cinci Bell, has pending acquisition of ICIX, and could easily become a target itself. let the games continue. larry