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 : Williams Communications Group - WCG -- Ignore unavailable to you. Want to Upgrade?


To: Mark099 who wrote (265)12/17/1999 3:58:00 PM
From: Bernard Levy  Read Replies (1) | Respond to of 609
 
*OT*

Mark and Henk:

Actually, at today's prices (NT at $91, BCE at
$79 3/8), the value of BCE's telco assets has
gone negative! There is 0.87 share of NT embedded
in each BCE share, and I get that the ``non-NT'
BCE = -0.85$. I think Teleclone might
be the source of the problem. Because these guys are
probably leveraged to the hilt, big time players
may be tempted to push them over. While buying BCE
is a safe way of playing this discrepancy, there must
be other ways. Imagine being paid to own something
which is worth at least $40! It isn't like BCE is
some tobacco or asbestos company with an army of
lawyers chasing it.

Best regards,

Bernard Levy