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 Technology Stocks | McLeod, Inc. (MCLD) ---- IPO

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To: Doug Bean who wrote (556)1/5/2001 10:44:43 AM
From: Rainmaker   of 1418
 
<plans to raise approximately $750 million >

Mr. Bean, I knew you were looking for a new fishing boat, but $750M??? : )

Looking to time my entry. Damn Fidelity didn't issue my check in time for the run up the past few days. Hope I haven't missed the running train.

PS - Happy New Year! I plan to catch bigger fish this year : )

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To: Rainmaker who wrote (557)1/5/2001 2:57:49 PM
From: Doug Bean   of 1418
 
Hi Rain:
yeah wasn't that something, MCLD opens the credit market again.. man can they move fast. And the great thing ,, they were only going to go for 450 million and there was so much interest that it over ran to 750 million so they took it.
Ya never knwo when an opportunity will come along.
Clark MCleod said in the CC that there was no current plan for the money ,, he just wanted to keep some" powder dry"
for whatever .
Today is a bit of a pull back but there is another conference next week where MCLD is featured then there's the earnings report on the 31st which should be positive.

I am leaving in the morning for Texas, Louisana, Florida then Alabama
CRDoug

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To: Doug Bean who wrote (558)1/5/2001 2:59:53 PM
From: Rainmaker   of 1418
 
<I am leaving in the morning for Texas, Louisana, Florida then Alabama>

Be safe and HAVE A GOOD TIME.

Thanks for the MCLD info. Not sure if I can get in at 16. Might test the waters at these current levels.

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To: Doug Bean who wrote (558)1/5/2001 5:10:27 PM
From: Rainmaker   of 1418
 
Dipped my toes in the water with a small block that filled at 18 3/4. See you in the upper 20s.

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To: Rainmaker who wrote (560)1/6/2001 6:11:08 AM
From: Doug Bean   of 1418
 
Rain :
Even if it drops a bit here it will blow by that soon.
They are over the hump now and are going to do nothing but grow and grow.
Eerything is cooking out at the main plant and now they have an extra 750 million with which to fuel the fire.
Catch ya in a few days
CRDoug

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To: Doug Bean who wrote (561)1/28/2001 1:58:16 PM
From: DHB   of 1418
 
Survival Instincts
By Dan Luzadder, Interactive Week
January 23, 2001 5:26 PM ET

zdnet.com 

excerpt:
The reason: Not all competitive local exchange carriers (CLECs) were created equal.

And McLeodUSA, with what analysts agree has been a history of strong management, a facilities-based starting point and an ever-growing footprint through aggressive acquisition of smaller, successful operations, has gotten very positive reviews.

If this was posted on yahoo sorry, got tired of all the wahoos on yahoo.
DHB

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To: DHB who wrote (562)1/28/2001 9:22:58 PM
From: Doug Bean   of 1418
 
Thanks Dan.
This guy has it right and obviously knows MCLD pretty well.
At this stage its no longer a question of if MCLD is going to make it.. they already have and now its a question of how big. As you mayhave seen in my previous posts, i am a firm believer that MCLD is not for sale and that it would be near impossible for anyone to buy them until and unless Clark is ready... He is not yet ready.
But you canbelieve that somewhere out there there is a company or two that is looking at them and saying " why the hell did we let them get this big"?
Now they have momentum on their side and they continue to gain market share from the incumbents in EVERY market they are in. The question is how big do the real giants let them get before they get nervous. In one way MCLD is doing all the high tech work that the biggies can't seem to get done, so perhaps they are just laying in wait till alll the heavy lifting is done,, if so that is a very dangerous play becasue if MCLD makes a few more wise acquisitions and then pull off an even bigger merger,,,, all of the sudden the are too big a pill to swallow.
Anyway nice find and if you don't mind i will post it over on Yahoo,, even though i too find yahoo harder and harder to put up with and seldom post anymore.
CRDoug

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To: Doug Bean who wrote (563)1/29/2001 5:22:15 AM
From: DHB   of 1418
 
It's funny I have bought and sold short term this last year and been succesful, but am getting nervous wondering how much more time is left before the train leaves for good. Keeping my ears close to the tracks
regards
DHB

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To: DHB who wrote (564)1/29/2001 10:34:50 AM
From: Doug Bean   of 1418
 
Dan
While you can do that successfully most of the time, i would suggest that you build a core position sothat you can't get left at the station . I trade MCLD too but have established a very large ( for me) core position. that way if it goes down i don't mind holding onto the trading shares becasue i like the company and know it will be back.
if it goes up I can sell the trading shares at any time.
This way i don't have to be so concerned about timing it just right.
But whatever works for you is the way you should play it, I would just never risk being out of it.
good luck to you
CRDoug

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To: Sabrina Issac who started this subject1/29/2001 1:58:12 PM
From: t2   of 1418
 
Although MCLD takes over smaller CLECs, is not possible that MCLD itself could be a takeover target.

I would think a company like Time Warner Cable could consider a buy of MCLD, especially now that its parent is AOL-Time Warner.

I am trying to determine some good takeover bets.

Any opinions?

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