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[isp-dsl] Re: Tier 1
Can you just shut up?
-----Original Message-----
From: Bruder, Chad R [SMTP:chad.r.bruder@...]
Sent: Monday, October 21, 2002 10:16 AM
To: isp-dsl@isp-dsl.com
Subject: [isp-dsl] Re: Tier 1
cooked the books again eh?
-----Original Message-----
From: Bloedorn, Bryant [mailto:bryant.bloedorn@...Sent: Monday, October 21, 2002 10:08 AM
To: isp-dsl@isp-dsl.com
Subject: [isp-dsl] Re: Tier 1
Lets see, Qwest avoided bankruptcy and XO is still in chapter 11 with no
cash and no new investment coming in. It was a real tough decision.
-----Original Message-----
From: Bruder, Chad R [mailto:chad.r.bruder@...Sent: Friday, October 18, 2002 10:43 AM
To: isp-dsl@isp-dsl.com
Subject: [isp-dsl] Re: Tier 1
Of course. why wouldn't the market react to talks of bankruptcy?
and you chose Qwest. You really did your homework there.
-----Original Message-----
From: Bloedorn, Bryant [mailto:bryant.bloedorn@...Sent: Wednesday, October 16, 2002 10:19 PM
To: isp-dsl@isp-dsl.com
Subject: [isp-dsl] Re: Tier 1
What BS - when I was at XO earlier this year ales were down 80% for the
Chicago market and disconnects were coming in faster than sales. Forstmann
didn't want invest $800 million for 80% of the company because it is worth
alot less now than October 2001 when the deal was announced. Will they
survive - that depends on whether Carl decides to dump enough cash to
continue operations until profitability or just sell he assets for a profit.
My crystal ball is getting cloudy so I can't tell you which way this one
plays out.
-----Original Message-----
From: Mark 3 [mailto:mark@...Sent: Wednesday, October 16, 2002 7:22 PM
To: isp-dsl@isp-dsl.com
Subject: [isp-dsl] Re: Tier 1
What Carl Icahn knows about running a Tier 1 network would fit on the
tip of a single fiber. What he does know, is what the assets are worth.
That's why, once he and his investment buddies are in control they'll
sell the pieces off faster than you can ping through a OC192.
Roderick S. Beck wrote:
> Sorry, Mark. Carl Icahn virtually owns Xo and he is buying the rest.
>
> I'll bet you're wrong.
>
> Mark 3 wrote:
>
>> No offense but I'll bet ya $20 they'll be gone before 12/31/2002.
>>
>> Jolly, Craig wrote:
>>
>>> You might read the daily's.
>>> Icahn bought the debt of XO - XO should have the bk completed by the
>>> end of
>>> Nov.
>>> Could be trading again by Jan 1. Also, who's a better bet - the
>>> companies
>>> that are headed
>>> into bk and just haven't announced it yet or the small little
>>> companies that
>>> don't even
>>> announce a bk they just dissappear.
>>> If XO was going to be auctioned off it would have happened in the
>>> bankruptcy
>>> not after
>>> the company comes out.
>>> Competitors all over the industry have been telling customers for a
>>> year
>>> that XO is cutting off all services
>>> the next day - in an attempt to get business. Customer loss at XO
>>> is very small and revenue growth is up again in 2002.
>>> XO is also adding staff - something
>>> almost no one is doing in this economy.
>>>
>>>
>>>
>>> -----Original Message-----
>>> From: Mark 3 [mailto:mark@...>>> Sent: Wednesday, October 16, 2002 4:29 PM
>>> To: isp-dsl@isp-dsl.com
>>> Subject: [isp-dsl] Re: Tier 1
>>>
>>>
>>> I couldn't resist responding to this one; why would anyone be so
>>> foolish to establish service with a company that has not yet
>>> completed their bankruptcy ? I'll bet anyone XO will be auctioned
>>> off within 90 days. Look for their gear on EBay after that. Also, as
>>> for "Boardwatch", its a magazine, paid for by advertising. They'll
>>> print any story or ranking according to your level of advertising.
>>> Thats my Wednesday thought.
>>> Mark H.
>>> Mark 3 Networks
>>> Cincinnati, Ohio (Home of Broadwing Networks, now at $1.20 per
>>> share, down from $32)
>>>
>>> Jolly, Craig wrote:
>>>
>>> Don't forget XO - ranked by boardwatch as the 2nd best oc192
>>> backbone in the
>>> us.
>>>
>>>
>>>
>>
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