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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: Tim Luke who wrote (6042)	1/7/1999 5:26:00 PM
From: Jules Shear	Respond to of 90042

My OMPT price prediction depends on what they announce. If they announce that a big telecom (BT, WCOM, etc.) is only a "strategic partner" putting up some funds- I would expect OMPT to shoot-up to the $15 range. If they announce a full-blown buy-out, I would expect something around $17-$18. Although I have been wrong before, I would be surprised to see mid-20's- How much confidence do you have from your source(s) on this? Although this thread seems to have mostly short-term investors, I think for OMPT long-term investors-a strategic partnership would create more value to OMPT shareholders. The primary reason OMPT is so far off their 52 week high is because of operational "screw-ups" and concerns about future financing which both are being solved. If they report good subscriber growth (which is likely) the stock has much more appreciation potential long-term than any short-term buy-out fetching a couple more bucks per share. The big question mark is reassuring Wall St that they have financing (which a big telecom strategic partner provides) and just adding customers (which is happening exponentially as they build-out their network.) IMO this is a $30+ stock in a year- if they do not sell-out now. Also because a big telecom wants to build-out a national GSM network, there is extra value in "waiting" to be bought-out. The US is made-up of alot of small GSM wireless companies (WWCA, PTEL, AERL, etc.) who will all be bought-out. The "last" one to be bought-out will fetch the highest price while the "first" (most likely OMPT) will fetch the lowest. If your news is correct, I would definitely load-up on WWCA, PTEL, and AERL. ATI buy-out is accelerating wireless consolidation and these companies are prime buy-out candidates. Also, recent run-up in CLNTF (Canadian wireless company) is due to speculation that they are being bought-out by Bell Canada. This is good news for the stocks mentioned above as well.