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Technology Stocks : NHC COMMUNICATIONS (TSE:NHC) acquiring THE FIBER COMPANY -- Ignore unavailable to you. Want to Upgrade?


To: SwampDogg who wrote (114)1/30/2000 12:40:00 AM
From: cleto  Read Replies (1) | Respond to of 856
 
As Steve said,put your money where your mouth is. Their past is not POWER corp or C.P. . otherwise the stock would be at least at 125% value of TURNSTONE. This company only truly reorganized in early '96 after Reichman and Bronfman heirs sold their positions to present management. But more importantly, I am personally glad to bet on the company who recently has been granted a $ 20 million contract( INITIAL), with the mandate to prepare for substantially more, than the $ 1 billion U.S. company who sold technology a year ago. Stupid question... If you were negotiating with CLEC ABC, and they agreed on $20 milion of , plus perhaps much more and more etc, is it not possible that you would ask NHC to refrain mentioning compamy name as a) competitive advantage even if only temp. b) as a form of negotiating power while concluding final long term commitments and pricing ?
Do yourself a favor . make a few phone calls.. make it simple call TURNSTONE or phone one of the top 10 clecs. I bet your shorts they are already talking to NHC.ASK GOLDMAN TRADERS!!!

CLETO



To: SwampDogg who wrote (114)1/30/2000 1:06:00 PM
From: SteveG  Read Replies (3) | Respond to of 856
 
<..In your opinion...Why has the CLEC company not been named?..>

It hasn't been named because the CLEC has not yet cleared NHC to name it - a common practice in the telecom equipment field - not at ALL unusual or disconcerting (to those who follow telecom in any case).

Additionally, last week's meeting with high level mgmt have given us sufficient confidence in our involvement.