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

To: david jung who wrote (2691)	6/12/1998 1:43:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 2806

The analysts speculation has it all wrong: Several companies have rolled out (and are in the process of) huge infrastructure capacity and competing capabilities. Now they are fighting over customers with increasing ferocity. Raw capacity is becoming a commodity that in itself is of diminishing value. Excel, on the other hand, has a vibrant marketing capability and their own fiber optic and switching network. They could use other capabilities, such as digital wireless, but why not just buy some of the struggling excess capacity that is out there? Or, as was the case with Telco, why not buy up other infrastructure plays as they fit into the fabric of the overall plan? Then, Kenny T. and his family trust hold a large portion of he outstanding shares. An acquisition won't take place unless Kenny wants it to happen. From all indications, this is not likely. I think ECI is more likely to be the acquirer rather than the acquired.

To: david jung who wrote (2691)	6/12/1998 1:58:00 PM
From: Rob S.	Read Replies (1) \| Respond to of 2806

Here's one statement from Talking Point that is out of whack (I wonder how these guys get jobs paying them six figures): <''I would be extremely surprised if Excel lasted (as an independent company) through the end of the summer. I don't think they are going to resist (a takeover),'' said Eric Paulak, research director at Gartner Group, Stamford, Conn. ''Excel is 99 percent a reseller, so they have a lot of traffic these new 'next-gen telcos' need on their network to lower per-unit costs. So it makes a lot of sense for them to buy someone like Excel,'' Paulak said.> Paulak is nuts. Excel is transitioning the bulk of its LD volume over to ITS OWN NETWORK by the end of next year. Excel bought up Telco just for this purpose. Paulak can't even get this simple fact straight. Although an acquisition of ECI is posible, I think these guys are smoking something funny.