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 : Frontier - FRO -- Ignore unavailable to you. Want to Upgrade?

To: zebraspot who wrote (192)	3/19/1999 9:12:00 AM
From: Ron Sirch	Read Replies (1) \| Respond to of 245

If I hadn't followed Grubman for many years I would be skeptical also. If not THE best telecommunications analyst, he certainly is one of the best. Nevertheless, if you look at the minimum bottom line of this deal, you're looking at $62 for FRO. No risk that the deal falls through, IMO. If GBLX shares do nothing from here, we've got $62. If GBLX is a bargain here as Grubman thinks, we could have more. But why is FRO selling at an $8 per share discount to the minimum? That's the current no risk play IMO. GBLX has moved up 1 3/4 to 49 3/4 in pre-market trading. Couple of trades at 50. This may be the beginning of a "Grubman move". FRO looks like 54 or better at the open.