To: limtex who wrote (10587 ) 3/7/1999 12:26:00 PM From: Bill Turk Respond to of 12468
Thought everyone may be interested in the following. Kha vu does research for Jenna's marketgems thread and is one of the best at research without hype. To: +kha vu (26144 ) From: +kha vu Saturday, Mar 6 1999 6:59PM ET Reply # of 26344 Telecom...In 1998, there are three great mergings in telecom industry: 1) SBC and AIT 2) T and TCOMA 3) BEL and GTE This is partially due to the Telecommunications Reform act of 1996, with its goals to increase competition among phone companies, cable firms and satellite TV operators. Telecom companies are pulling their resources to expand into new services and regions. There is an analysis by MERRILL and CIBC Oppenheimer suggesting that there are further merging going in 1999. Here is a list of potentials: Buyer=========================Target================Reason Regional Bell or Foreign firm=======================Sprint================Fiber-optic =========================================================network Bell South=========================Sprint,QWST,IXC=======fiber-optic =========================================================network Worldcom===========================US WEST===============expansion to =========================================================local =========================================================market AT&T, Sprint,========================================================= WORLDCOM,===========================Windstar=============local markets AT&T, Sprint, Worldcom============================Teligent=============wireless =========================================================links in =========================================================local markets How do we play this ?? I would put the target companies on a list to watch for some unusual volume as well as the increase of volume and open interest of the CALL option. Currently the immediate target is WCII... Next Previous | Previous | Next | Respon