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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (11418)11/7/2000 1:01:16 PM
From: Jurgis Bekepuris  Respond to of 78750
 
Wallace,

SSB been pounding table on WCOM from $40-50.
I bought at ~$39 sold ~$45 during DT speculation
and lived happily ever after.
No prescience - just the gut feeling that
market will kill them if they don't get wireless
and will kill them if they do by overpaid acquisition.

My broker promised to mortgage his house
if WCOM dropped below $30. I hope he did not do it.
;-)

Jurgis - At $18 it may be attractive?

P.S. Bought GES today going into earnings report



To: Wallace Rivers who wrote (11418)11/7/2000 5:50:01 PM
From: Allen Furlan  Respond to of 78750
 
Wallace, you may know this, but there is an offer on the table by wcom to acquire icix for 1.1872 shares. If you investigate and the deal appears to be a go, you can leverage your wcom thru icix buy. I am avoiding because I think icix is not worth the price but have no opinion on whether the deal is likely to succeed.


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