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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: shortilong who wrote (8889)8/6/2001 6:13:29 PM
From: BWAC  Read Replies (1) | Respond to of 11568
 
So could you build a complete WCOM for less than $14 a share? What about if you cut it to the bare bones and just the most profitable segments, could that be done for $14 a share? Could you do either for $25 per share? That's the relevant question.

My opinion is you couldn't do either for less than $30 per share, or $90 Billion. Not to even mention the time such a build would take, the time necessary to ramp sales to $25 Billion, obtaining the necessary financing, etc.

The Depreciated carrying value of WCOM's infrastructure assets is $40 Billion just by itself.



To: shortilong who wrote (8889)8/8/2001 1:04:17 PM
From: FNS  Read Replies (2) | Respond to of 11568
 
<Sold $15 August puts today for $1.05.> Given this market, selling puts looks reasonable... or writing the calls!
fns



To: shortilong who wrote (8889)8/8/2001 4:54:27 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 11568
 
Well, here we are, yet again, bouncing at 13.5. Buyers have shown up, enough of them to stop the slide, every time so far.


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