Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Lizzie Tudor who wrote (11114)	7/2/2002 10:11:14 PM
From: DEER HUNTER	Respond to of 11568

Liz.... I know very little about WCOM. I have just started reading and researching today. good trading~

To: Lizzie Tudor who wrote (11114)	7/2/2002 10:13:33 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 11568

I imagine the creditors would have a say in whether such a deal got done. BWDIK? It's JMHO. Charles Tutt (SM)

To: Lizzie Tudor who wrote (11114)	7/3/2002 7:27:58 AM
From: John Curtis	Read Replies (2) \| Respond to of 11568

Lizzie: This does or does not include UUnet? Strictly speaking I'd say it doesn't, but this IS unclear. I will say this, however. When MFS Intelenet (Network) was on its own and in its rapid build-out stage such customers as UUNet, AOL, etc., were scarfing down a goodly percentage of the infrastructure. And when MFS bought UUNet...whooo BOY, a huge percentage of build-out went their way. (I know because I use to work for MFS, and me and my people were always battling for facilities against those internal groups whose mandate was to support UUNet, et.al.) So if someone bought MFS, and to a lesser extent Brooks, they'd have a built in large customer base which is probably the point of IDT's offer. As for creditors...hmmmmm....I'd say $5 Billion isn't anywhere near enough. Especially when you juxtapose the remaining debt-load against a major reduction in cash flow, etc., caused by having sold a crown jewel. Bottom line? I can't see it happening. Disclosure. I hold no position in WCOM at this time. Regards! John~