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Technology Stocks : MER Telemanagement (MTSLF) - Internet/web Co. -- Ignore unavailable to you. Want to Upgrade?

To: phoenix who wrote (64)	4/28/1999 6:47:00 PM
From: Carl Wysocki	Respond to of 75

Roger, I know for a fact that I'm shooting in the dark on this, and could be totally wrong. There's not much information available on MTS, and even less on C. Mer, so I'm making certain assumptions (pulling them out of a place where the sun don't shine). My basic premise is that MTS is 1% or less than the value of C. Mer. So, if there's a big player holding, say $100 million of Mer, the MTS dividend is worth $1 million, so I view MTS as the tail on the dog. Actually, I'd rather have Jim be correct on this. We'll probably get a better handle on this soon. I'm sure there will be lots of discussion about it on the earnings conference call. In the meantime, my play on this situation will be to do nothing until earnings are released. If earnings are bad, management can use this dividend to "demonstrate" that they are "doing something about the situation". But, if there is no acquisition forthcoming, then, IMO, the risk of the stock tanking because of new shareholders dumping their distribution is going to be pretty high, even if the earnings are half way decent. Of course, a buy out would void this scenario, but I'm assigning it a very low probability. Is there any set date for earnings yet? Carl

To: phoenix who wrote (64)	4/28/1999 9:38:00 PM
From: James F. Hopkins	Read Replies (1) \| Respond to of 75

Roger; Or Someone I'm real busy but if some one will go globes.co.il and hunt around and find the parent company , and if you can see how much is closely held, ( I expect you'll find a lot of it is closely held ) but we don't know that for sure at this point and we can flip this around forever if we don't do some digging. ---------------------- Has any one read my post all the way back. where I made the connection with ECILF , better think about it and not take too long. I think she will pop with out warning. Look at Feb 9th, next time she may not stop to give you a second chance. <G>