 lml2000Whazzup
join:2000-08-17
Los Angeles, CA | reply to Network Guy
Re: Likely speculation said by MosDef112:
This news release seems to me being nothing short of speculation, if not false statements.
Those are pretty harsh words. Sure, unless you hear it from the horse's mouth, most comments made to reporters about something to occur in the future may certainly be considered speculative. But to immediately claim such statements as false is uncalled for at this time because their true or falsehood is indeterminate at this time. In short, its speculation about who may or may not bid at the auction. The statement may very well be true regardless whether or not these companies actually bid at the auction because the truth of the matter goes to present intent, not future conduct. said by MosDef112:
That is, of course, if they can find themselves vigorously finding a buyer for the same assets they purchased for the intention of making money, instead of using the infrastructure to expand and improve their services.
This hypothetical I discussed with DSL Boy just a few days ago. While I considered it unlikely, it is possible, and IMHO, any expressed interest in the assets would be made by the telco's investment bankers on behalf of their client, and probably only in the event a buyer would be lined up before the bid. The only exception I can possibly see here is IF there are particular assets that T, for example, may want, but realizes that the only way its going to obtain them is by purchasing other assets it does not need or want, but may be of value in the hands of another carrier. Here, my point is that UNLESS T has an interest is at least some of NPNT's assets I don't seem them playing the straw man for the investment bank. Something has got to be in the deal OPERATIONALLY for T. I just don't think T is gonna play this game where such arbitrage to be realized is typically devoured by the IB. JMO.
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Regards,
lml |
