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

To: Robert Scott who wrote (3690)	1/5/1999 7:02:00 AM
From: P.M.Freedman	Read Replies (1) \| Respond to of 11568

Vodafone is bidding ATI for $45 billion, better than BEL's $43 billion. WorldCom should wait for Euro become weaker half year later, and then place its acquirition for VOD. VOD is the best candidate for WCOM to get.

To: Robert Scott who wrote (3690)	1/5/1999 12:13:00 PM
From: fb	Respond to of 11568

So does Bernie buy Vodaphone before...or after....Vodaphone buys Airtouch Cellular??

To: Robert Scott who wrote (3690)	1/5/1999 1:04:00 PM
From: joarel	Respond to of 11568

Could be too much debt to take on short term between both cellular providers, but long term infrastructure play would would be signature BERNIE. -joarel

To: Robert Scott who wrote (3690)	1/5/1999 4:29:00 PM
From: Jake0302	Read Replies (1) \| Respond to of 11568

here's a thought from an antitrust class I am taking: when a deal is announced, the regulators have a time limit (20 days + another period) to review the deal for antitrust. So, BEL announces the ATI deal... the clock starts ticking... and a good chunk of that period is spent by regulators learning about the market... if a new acquiror comes into the picture, the clock starts ticking again, another 20 days... but now the regulators know the market... so it is BETTER to let another company make the first bid. if WCOM jumps on ATI now, then it gets a slight advantage (maybe... one thinks regulators cover the telecom market pretty well already) generally this thought about jumping on VOD after it gets ATI is a brilliant one... let them do some consolidation, get WCOM stock up to 110, then grab the merged entity. I like it. I like it alot.