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

To: telecomguy who wrote (10242)5/17/2002 10:44:54 AM
From: JakeStraw  Read Replies (2) | Respond to of 11568
 
>>...as well as making a large bet on Hosting/Application market

Didn't CWP buy EXDS?



To: telecomguy who wrote (10242)5/17/2002 10:50:39 AM
From: Oeconomicus  Read Replies (1) | Respond to of 11568
 
All i was saying was that there IS telcos out there with CLEAN balance sheet and who has the network to compete with Wcom for the fortune 1000 customers

I don't disagree. My original question was not rhetorical and I appreciate your offering up CWP in answer. On the surface (haven't looked at the numbers enough or their guidance), it looks about as cheap as WCOM.

Regards.



To: telecomguy who wrote (10242)5/17/2002 12:28:18 PM
From: KyrosL  Read Replies (1) | Respond to of 11568
 
I agree with you that CWP has a chance of poaching WCOM's customers. However, if WCOM manages to secure credit lines, buy back some of its debt, and squash the BK speculation over the next couple of months, this chance will disappear. For what it's worth I have positions in both CWP and WCOM/MCIT. My CWP position is about twice the size of my WCOM/MCIT position, to which I added just today. I consider this combination somewhat of a hedge.

Kyros


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