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To: Softechie who wrote (9767)9/5/2001 7:03:23 PM
From: rrufff  Read Replies (1) | Respond to of 10227
 
Just curious but do you have a link for his purchase. Real key is how do they ever make a profit? Refinance the huge debt and re tool the technology?

I see it as a take over play. I don't think they will be profitable or financially sound for 5-10 years. Yet, as a takeover play, there is value. However, if they don't do it soon, the value to their bandwidth is shrinking.



To: Softechie who wrote (9767)9/6/2001 9:28:06 AM
From: Larry Brew  Read Replies (1) | Respond to of 10227
 
Softechie, I envy your position in the low 9's. I've a
position in low 11's, then in low 14's. I'm all cashed out
for adding from here on this one. Now it's waiting for me.
Larry