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


To: BEEF JERKEY who wrote (10626)6/13/2002 9:10:48 PM
From: Lizzie Tudor  Read Replies (2) | Respond to of 11568
 
Looks like Quest is going after the neighborhood-

Qwest Asks to Offer Long-Distance in Five States Where It Offers Local Service

DENVER (AP) -- After months of delays, Qwest Communications International Inc. filed an application Thursday to offer long-distance phone service in five of the 14 states where it offers local service.

Regulators in Colorado, Idaho, Iowa, Nebraska and North Dakota ruled this week that Qwest has passed a series of tests to prove its local network is open to competition from other phone service providers.

However competitors such as WorldCom Inc. have complained they still can't use Qwest's networks at the same level as Qwest's own retailers.

biz.yahoo.com



To: BEEF JERKEY who wrote (10626)6/14/2002 1:38:01 AM
From: c.hinton  Read Replies (1) | Respond to of 11568
 
Remember, wcom functions in the real world and the real world is not a static place.wcom is suceptible to problems in the general economy.If you believe all is well in the world bet the boat.If you have worries about the overal health of the economy beware.Follow macro economics:,bankruptcy rates, unemployment rates gov.fiscal policy,currency flows,debt to asset ratios and the list goes on.What is that expression?Cavete Empore,let the buyer beware.



To: BEEF JERKEY who wrote (10626)6/14/2002 8:09:04 AM
From: paul t  Respond to of 11568
 
Will WCOM hit $500 million Free Cash Flow This Quarter?

Previous guidance was for $250 million Free cash for this current quarter. Right off the bat you can add $71 million to that number from the MCI dividend.
I thought they were going to pay out one more quarter!? They said capex would be cut 1 billion THIS year. Since they have already spent $1.25 billion of a $3.5 billion $ budget that leaves capex expenditures of $2.25 bil. /3 per quarter rest of the year or $750 million per quarter capex. "IF" they can spend less this is true but on the surface they appear to be over budget with 3 quarters remaining. There for WCOM should spend $ 333 million less on capex this quarter than previously budgeted. After tax that leaves $199 million to add to the $250 million and $71 million to get a total of $520 million Free cash for this (June 30) quarter!

I like your thinking but I am not as optimistic. I put my faith in this stock that it is down from over reaction to false fears and the future should be brighter. The biggie I see now is the SEC investigation. What is going on there? Aside from that if Bernie pays us back, we get a pretty penny for wireless and trim some fat I believe we will recover and sentiment will do a 180 again.

I will have to agree with ... Seems that as soon as it becomes accepted that WCOM can consistently generate ~ $500 million per q free cash flow the attitude towards the stock price "should" change dramatically.