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Gold/Mining/Energy : BCE Blue chip growth stock -- Ignore unavailable to you. Want to Upgrade?

To: Edward W. Richmond who wrote (158)	2/7/2000 10:18:00 PM
From: jack bittner	Read Replies (1) \| Respond to of 275

hello Edward. what do you think is going on? last week the spread was bce selling $7+ over nt, now it's $1-2+ nt over bce. why d'you think the market values the bce stub so little? maybe there's less to bce than we think. could be the arbs unwinding the bce/long,nt/short position. but what IS so good about bce? i went to their website. the presentation of the income statement was quite careless. they made it impossible to compare year over year revenue and income. the holdings seem to be pale competitors of US powerhouses like healtheon. i see no fundamental internet technologies other than nt. simply everyday outfits that want to put their businesses on the internet, no outfit that has a lock on its space, a franchise, a special advantage. what am i missing?