Technology Stocks | MCI Communications (MCIC)


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To: ironROD who wrote (1482)12/8/1997 1:29:00 PM
From: Ted Downs   of 1692
 
Mark,

I see nothing wrong with freeing up some cash, but I'm going to hold this for the time being. I just saw where CS First Boston made WCOM their "Featured Stock of the Week" today.

I also will wait for the tax free stock transfer (finders crossed) to go thru.

Ted

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To: Ted Downs who wrote (1483)12/8/1997 2:04:00 PM
From: ironROD   of 1692
 
Ted,

"I also will wait for the tax free stock transfer (fingers crossed) to go thru."


I understand - If my shares weren't in my 401K I wouldn't have moved them for tax reasons. But, since they were tax free, I moved most of them over to a mutual fund to take advantage of the yearly dividends.

Mark

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To: ironROD who wrote (1484)12/9/1997 10:51:00 PM
From: John Stinnett   of 1692
 
Does anyone have a feel for the upside potential at this point. Is 44-1/2 45 a ceiling of sorts. I have about 400 shares at various positions and am thinking about liquidating to buy ORCL. I understand I should factor in the possible tax savings but ORCL has about $10 to recover (to $30s) where as MCIC has only a couple of points remaining to squeeze out.

Comments are welcome!
John

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To: John Stinnett who wrote (1485)12/10/1997 9:26:00 AM
From: Ted Downs   of 1692
 
John,
I think that MCIC will trade in a tight range with regard to WCOM. Incidentally, I had just posted on Monday on the WCOM board that CS First Boston made WCOM it's "Featured Stock of the Week". If prospects for WCOM look up then MCIC will trade accordingly. It's going to take some time for WCOM to digest the MCIC purchase and it will reward those who can wait. The only dramatic movement in MCIC in the near future would be down if the deal falls apart or the DOJ doesn't permit the acquistion to go thru. The upside is very limited, but I will be content to wait it out for two reasons. First of all the market is very fickle and trashes any stock with a hint of bad news MCIC should be fairly stable thru this period. Secondly, this will be a tax free exchange of stock and I like the future prospects of WCOM. Good Luck.

Ted

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To: John Stinnett who wrote (1485)12/13/1997 7:29:00 PM
From: George Weiss   of 1692
 
John, I own some MCI and think its reached its top and will VERY
gradully go up as the merger gets closer. This, of course, will be
impacted by relevant good or bad news on either WCOM, MCI or the
economy/market. Altough the announced timing has the merger taking place in 6-9 months, I would suspect it will be closer to 6 as there
aren't that many issues of concern to the FCC,

If you think Oracle will be back up by more that 5 points in 6 months
then you've got a good bet.

Don't pretend to know Oracle, George

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To: George Weiss who wrote (1487)12/13/1997 10:09:00 PM
From: dougjn   of 1692
 
You sound quite dumb. Think of Mcic as a junk bond. It is trading on the promise of $51 by summer, fall 98. With the risk that deal will fall through, for Justice or Wcom implosion reasons. Justice risk small, except on tiny shaving of Internet property margins. Wcom implosion is the trading issue. Right now, what 16% annualized? Pretty nice junk.

Doug

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To: dougjn who wrote (1488)12/14/1997 12:39:00 AM
From: George Weiss   of 1692
 
Dougjn, Please point out the error of my judgement. MCI will go to
51 gradually, over the next 6-9 months. You rightly point out the
risk of WCOM imploding due to unforseen economic circumstances. However, if one has a better investment opportunity, then wouldn't one
have to measure that investment against the 6 point gain MCI offers.

"Judge not lest ye be judged"

George

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To: dougjn who wrote (1488)12/14/1997 12:05:00 PM
From: dougjn   of 1692
 
You know, I apologize. It was the guy you were responding to that I had in mind.

Doug

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To: ironROD who wrote (1469)12/16/1997 4:35:00 AM
From: Neil H   of 1692
 
ironROD,

An interesting article from CMP net:

MCI Systemhouse
Brings Much To Merger

By KATE GERWIG

MCI Systemhouse seems to have a
winning formula, even before WorldCom
and MCI merge.

Just two years after being bought by
MCI, Systemhouse, the Canada-based
systems integration company, this week
said its 1997 revenue will top $1.7
billion, much of that resulting from more
than $1 billion in new business in the
past three months. Its revenue in 1996
was $1.4 billion, up 30 percent from the
year before.

Many of the company's new customers
already use MCI voice and data
communications services. Even though
businesses don't choose Systemhouse
because they already buy other services
from MCI, the fact the two companies
are linked certainly hasn't hurt.

"This year we've been able to
successfully leverage the MCI brand and
network assets," said Scott Ross, MCI
Systemhouse's president and CEO.

Industry analysts say much of MCI
Systemhouse's success can be traced
to its unique position in the
marketplace--it is one of the only
systems integration companies directly
tied to a communications provider.

"It's a very smart move to integrate a
telephony company with an IT services
company. It's a natural, but I can't think of
another company that's done it," said
Kepler Knott, vice president for process
markets group at market consulting
company GR2 Inc.

"The advantage of working with MCI and
SHI is that it's a better way to manage
our network," said Sonney Taragin, vice
president of technology at Caliber
Learning Network, which recently signed
a $13.7 million, four-year contract with
MCI Systemhouse to provide WAN
support to 28 U.S. locations where it
offers adult education and training
services over its network.

"We can't have one party pointing to the
other. They are the same organization,"
he said.

The proposed merger of WorldCom and
MCI raises some interesting
possibilities.

"The potential merger provides a bigger
global presence for Systemhouse with
its outsourcing capability," said Walt
Ressler, director of information
technology at multinational Roche
Vitamins Inc., an MCI long distance
customer.

After the merger, MCI Systemhouse will
work closely with the
telecommunications side of
MCI/WorldCom, particularly in working
with Internet applications, to provide
global networking and Internet-based IT
solutions to multinational customers,
Ross said.

In the next few years, Systemhouse will
target network-based computing and
interenterprise solutions, Internet/intranet
applications, electronic commerce,
applications management and business
process outsourcing.

Regards


Neil

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To: ironROD who wrote (1477)12/16/1997 4:42:00 AM
From: Neil H   of 1692
 
All

Links from Yahoo

Consolidation in the industry will continue
biz.yahoo.com 

Antitrust period on Brooks/Worldcom expires

biz.yahoo.com 

Regards


Neil

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