| Message | Subject | Recs | Date/Time (ET) |
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The company expects to establish some sort of conventional bank financing to ha | SmarTalk (SMTK) | | 11/16/1998 09:29:00 PM |
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Worth noting in the release is that the SMTK has hired Salomon Smith Barney to | SmarTalk (SMTK) | | 11/12/1998 09:31:00 PM |
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The company expects to officially launch Release 2 of its Unix Convergent Billi | Saville Systems (SAVLY) | | 09/24/1998 09:05:00 PM |
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Just in case anyone is interested. The FCC today moved toward allowing the Bel | MindSpring Enterprises (MSPG) Another I | | 08/06/1998 10:02:00 PM |
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Consider the position of a Bell company under the prospective rule which the FC | MindSpring Enterprises (MSPG) Another I | | 07/27/1998 09:45:00 PM |
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The key thing to understand is that MSPG may not be able to offer the high spee | MindSpring Enterprises (MSPG) Another I | | 07/21/1998 01:58:00 PM |
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Good points. What makes the situation even more perilous for MSPG and for the | MindSpring Enterprises (MSPG) Another I | | 07/20/1998 08:05:00 PM |
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I just listened to the conference call. Internal net adds were 80k, which is f | EARTHLINK (ELNK) | | 07/15/1998 06:12:00 PM |
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The FCC posts rulings on its Web Site www.fcc.gov, but as you would expect, it' | EARTHLINK (ELNK) | | 07/07/1998 01:13:00 PM |
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Just for information, Legg Mason did a call yesterday saying that the FCC will | EARTHLINK (ELNK) | | 07/07/1998 10:25:00 AM |
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MC,
Interesting experiment. I think you need a handle though. Could you i | WCOM | | 06/30/1998 08:45:00 PM |
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No thoughts on the IE problem, but many of the L.D. plans are now including mon | MCI Communications (MCIC) | | 06/30/1998 05:36:00 PM |
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It was a pretty lame article that sounds like the journalist was acting as a sh | WCOM | | 06/30/1998 05:22:00 PM |
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The only problem is that WCII is doing mostly resale right now. This means tha | Winstar Comm. (WCII) | | 06/18/1998 04:12:00 PM |
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Best bets on the acquirer of MCI's entire internet business (which I think will | MCI Communications (MCIC) | | 06/14/1998 07:43:00 PM |
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ROD,
There could be significant synergies between ICGX and ELIX; however, I | ICGX - Intelcom Group | | 06/09/1998 10:25:00 PM |
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Any thoughts about synergies between a wired and wireless CLEC?
| ICGX - Intelcom Group | | 06/06/1998 09:27:00 PM |
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$2 billion of the cash is from the recent debt offering and should be netted to | LVLT - Level 3 Communications (L3) | | 06/03/1998 09:15:00 AM |
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To narrow the field a bit, the only public or soon to be public CLECs that have | ICGX - Intelcom Group | | 06/02/1998 10:08:00 PM |
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Probably better to wait for a level where the market cap can be better explaine | LVLT - Level 3 Communications (L3) | | 06/02/1998 09:54:00 PM |
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Frank,
Well said! Are you with one of the IXCs'?
| LVLT - Level 3 Communications (L3) | | 05/17/1998 07:13:00 PM |
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Any stock, whether of a great company or a dismal one, can get overvalued. At | LVLT - Level 3 Communications (L3) | | 05/15/1998 02:42:00 PM |
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The FCC issues a report to Congress on 4/10 which will address their current th | ICGX - Intelcom Group | | 04/08/1998 09:48:00 PM |
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Clearly the team has value. However it is not that clear that their presence j | LVLT - Level 3 Communications (L3) | | 04/03/1998 12:39:00 PM |
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Let me get this straight. 147mm shares at $75 = $11.025 billion. Subtracting | LVLT - Level 3 Communications (L3) | | 04/01/1998 09:47:00 PM |
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Good questions.
1. First, IP telephony as generally talked about by ISPs is | PSIX up 26.5%, Takeover(?) | | 03/16/1998 09:19:00 PM |
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Take note, this guy at Lehman must be a pretty good contrary indicator. Anyway | ICGX - Intelcom Group | | 02/25/1998 09:31:00 PM |
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Try thinking of AOL as a provider of content like a CNN or MTV. Extra eyeballs | Excite@Home (ATHM) | | 02/19/1998 09:26:00 PM |
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Thanks for the post! ICGX is a very interesting company and has done well for | ICGX - Intelcom Group | | 01/10/1998 03:13:00 PM |
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The company has indicated that they are allowed to use the IXC capacity to carr | PSIX up 26.5%, Takeover(?) | | 01/06/1998 09:03:00 PM |
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Erik,
NXTL may be interesting to a carrier, but I'd suggest more as a partne | WCOM | | 12/08/1997 05:31:00 PM |
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Is this thread completely dead? TCGI is rumored to be in talks to sell the com | Teleport Communications Group (TCGI) | | 12/08/1997 05:17:00 PM |
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The only reason not to count out GTE is if you think WCOM will trade significan | MCI Communications (MCIC) | | 11/15/1997 01:33:00 PM |
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I believe that UMG is still planning to sell its share of the "New Vector" cell | Qualcomm Incorporated (QCOM) | | 10/30/1997 08:21:00 PM |
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I think it's beautiful. Bert and company sold out the public shareholders beca | MCI Communications (MCIC) | | 10/03/1997 11:04:00 PM |
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If and when WCOM is at a significant discount to the $40 level which is the top | MCI Communications (MCIC) | | 10/03/1997 10:56:00 PM |
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There is at most 10% upside now in BFPT. ICGX trades at roughly 2.5x net plant | WCOM | | 09/30/1997 07:57:00 PM |
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What do you expect? Do you think they will start talking more about their ramp | WCOM | | 09/30/1997 07:52:00 PM |
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I think you mean Lucent and the CS-4? Heard that a deal might also include Luc | ICOMF: Any details? | | 09/27/1997 11:31:00 AM |
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M,
Good thoughts! I think we'll see other similar deals, though this was a un | WCOM | | 09/08/1997 06:06:00 PM |
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Bloomberg is reporting that WCOM is in talks to exchange the residential online | WCOM | | 09/07/1997 10:32:00 PM |
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I really think the stock reaction will depend on what happens to the retail onl | WCOM | | 09/07/1997 03:05:00 PM |
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I don't think WCOM will do another CLEC acquisition until they demonstrate that | WCOM | | 09/06/1997 08:48:00 PM |
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I haven't heard anything specific. I know WCOM reigned in a lot of MFS related | WCOM | | 09/04/1997 08:57:00 PM |
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I'm amazed at the volume. Does anyone know where the volume is coming from (ei | ICOMF: Any details? | | 09/04/1997 08:52:00 PM |
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Increase of a buck a week and we'll be there in 2.5 weeks. That's a pretty goo | ICOMF: Any details? | | 09/03/1997 10:18:00 PM |
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Hi, I don't think any of this is too much to worry about. As you probably kno | WCOM | | 09/03/1997 10:15:00 PM |
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I totally agree. When Bernie bought 1mm shares a few months ago he had to know | WCOM | | 09/01/1997 09:36:00 PM |
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Have heard from good source that over 5mm shares have come out. The big one to | WCOM | | 09/01/1997 10:30:00 AM |
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Sounds reasonable. There are relationships that I know of with LU and TI. I'm | ICOMF: Any details? | | 09/01/1997 10:28:00 AM |
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