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

To: Sili Investor who wrote (195)	2/24/2000 8:57:00 AM
From: E. T.	Read Replies (1) \| Respond to of 275

My guess is that BCE is cooking something up with Ameritech/SBC. An alliance, merger, takeover...something, wherein the whole family of BCE companies will benefit. I think BCE is going to do some horse trading with SBC/Ameritech. Didn't Ameritech take a 20% stake in Bell last year. For what end would it do so, other than it was aiming for more. Couldn't Ameritech takeover BCE, or they could combine. I believe BCE is thinking big, really big, and not just an acquisition here and there. That's why they are taking full control of Teleglobe, to bring it into a larger global organization. Any comments, sili, others. Let's figure out a way to best capitalize on changes that are definitely about to happen at BCE.

To: Sili Investor who wrote (195)	2/26/2000 9:29:00 PM
From: jack bittner	Read Replies (1) \| Respond to of 275

I first bought bce when it was at a $7 premium to nt. then i saw the premium narrow constantly. Around feb 18 they were almost at parity; and now i see nt at $1 or so premium to bce! A large stock like bce is studied by every smart guy in the market. Plenty of them have access to data we only read of in the papers when it's too late. it's unlikely that bce is mispriced relative to nt. all of those stockateers can multiply by .78 and can calculate a p/e ex-nt earnings; and they can do much more sophisticated analyses based on tons of data. this remarkable change in the spread is telling us something, and we should pay attention. it could because the nt spinoff is taxable to US holders. But the market wiseguys have plenty of tax deferred and non-taxable funds. I think the market is telling us it lacks confidence in bce. I have taken my cue and have switched my bce holdings for nt.