Wednesday, July 19, 2006
Dow Shoots Up 100 Points After Bernanke Comments
Seems that Uncle Ben feels that inflation may be under control now. This is a good sign for the bulls.
Friday, July 14, 2006
Broadwing Update Per Company Call Today
- Fidelity Mid Cap Fund files 12.6% holding today on EDGAR
- Broadwing has proforma 1st qtr cash of $348.2 million in the bank.
- They are looking at a variety of acquisitions to add customers
- There are both internal and external candidates for CEO under review
- Company was $2.3 M adjusted EBITDA positive last quarter
- Company has evolved from an equipment company (Corvas) to a service provider
- They bought an asset from Cinncinati Bell that costed $5B to build for approx. $71 M
- They purchased Focal to broaden their services to small and medium customers
- In 2004 the company raised money with a Toxic convertible that was not a good deal and should not be confused with the recent good convertible that actually sold at a premium to the market price with a conversion price of $16.60 around May.
- The new convertible has a 20 yr life and interest is only paid in cash and Not stock as many short sellers or panic sellers may believe (this is where some confusion arises with panic sellers who remember the deal they did in 2004)
- Because of the Focal acquisition they were able to sign a deal with AOL recently
- Also, because of their partnerships with AOL, HTX and GLBC they will have the ability to sell their services to others more easily and more credibly
- Broadwing is following through as planned with their strategic plan to achieve higher margins
- The goal now is to drive more traffic to the network and adding customer density to achieve higher margins
- Broadwing has proforma 1st qtr cash of $348.2 million in the bank.
- They are looking at a variety of acquisitions to add customers
- There are both internal and external candidates for CEO under review
- Company was $2.3 M adjusted EBITDA positive last quarter
- Company has evolved from an equipment company (Corvas) to a service provider
- They bought an asset from Cinncinati Bell that costed $5B to build for approx. $71 M
- They purchased Focal to broaden their services to small and medium customers
- In 2004 the company raised money with a Toxic convertible that was not a good deal and should not be confused with the recent good convertible that actually sold at a premium to the market price with a conversion price of $16.60 around May.
- The new convertible has a 20 yr life and interest is only paid in cash and Not stock as many short sellers or panic sellers may believe (this is where some confusion arises with panic sellers who remember the deal they did in 2004)
- Because of the Focal acquisition they were able to sign a deal with AOL recently
- Also, because of their partnerships with AOL, HTX and GLBC they will have the ability to sell their services to others more easily and more credibly
- Broadwing is following through as planned with their strategic plan to achieve higher margins
- The goal now is to drive more traffic to the network and adding customer density to achieve higher margins
Telecom and AG Stocks Poised To Lead The Markets
Fidelity Mid Cap Fund Positions itself with several telecom stocks that are doing very well ytd. Qwest, Time Warner Telecom, Broadwing and others. POT and others in this industry (MOS) are running as well!
Click here
Click here
Wednesday, July 12, 2006
Broadwing Update
Here is what the street knows. The recent partnerships with AOL, Hutchison (HTX), and Global Crossing and the follow-on business from those relationships will be the catalyst that takes us back up to the mid to high teens for BWNG stock. The convert price on the recent fundraising debentures is $16.60. Also, Fidelity (FMR Corp), upped their stake to over 11% because in looking at the big picture, they see the high demand for greater bandwidth media services that Broadwing brings to the table on a global standpoint through its optical network and solid partnerships.
Analysts and fund managers know that BWNG is significantly undervalued, therefore we would be aggressive buyers at these levels.
Analysts and fund managers know that BWNG is significantly undervalued, therefore we would be aggressive buyers at these levels.
Sunday, July 09, 2006
High Bandwidth Is The Future For Triple Play Services
Service providers are looking to offer triple-play services, therefore it is imperative that they have a network that can handle the bandwidth required. Broadwing (Nasdaq - BWNG) has the #1 optical network that is suitable to carry out the high demands for future media services!
Read The Latest Info
More Interesting Reading
Also...FLORHAM PARK, N.J., June 6 /PRNewswire-FirstCall/ -- Global Crossing (Nasdaq: GLBC - News) announced today that it has more than quadrupled the capacity of its global IP network backbone to support the growing customer demand for bandwidth-intensive applications and converged IP services. It has implemented a core network architecture that has more than quadrupled its PoP-to-PoP core capacity capability to multiple 10-Gbps speeds, while providing a Terabit-capable hub that enables an on-demand migration path for speeds up to OC-768.
Read The Latest Info
More Interesting Reading
Also...FLORHAM PARK, N.J., June 6 /PRNewswire-FirstCall/ -- Global Crossing (Nasdaq: GLBC - News) announced today that it has more than quadrupled the capacity of its global IP network backbone to support the growing customer demand for bandwidth-intensive applications and converged IP services. It has implemented a core network architecture that has more than quadrupled its PoP-to-PoP core capacity capability to multiple 10-Gbps speeds, while providing a Terabit-capable hub that enables an on-demand migration path for speeds up to OC-768.
Thursday, July 06, 2006
Several Telecom Deals In The Works
TOP NEWS:
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
Intelsat, PanAmSat merger creates global leader
Jul 5, 2006 7:05 AM
News Links Found Here
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
Intelsat, PanAmSat merger creates global leader
Jul 5, 2006 7:05 AM
News Links Found Here
Several Telecom Deals In The Works: Telcordia, Cisco, Motorola, Clearwire, China Telecom, Nokia
TOP NEWS:
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
News Links Found Here
Telcordia executive appointed to presidential advisory group
Jul 6, 2006 2:52 PM
China Telecom becomes Cisco’s new best friend
Jul 6, 2006 1:33 PM
Nokia to promote Wi-Fi portfolio on NYC parks
Jul 6, 2006 1:24 PM
EarthLink, Time Warner Cable extend access deal
Jul 6, 2006 1:06 PM
Motorola buys its way into Clearwire's network
Jul 6, 2006 12:11 PM
News Links Found Here
Broadwing - BWNG Looking Very Bullish
Broadwing has been under fire lately, but many analysts and traders like Ralph Acampora of Knight Trading feel that the telecoms will lead the market in the coming months. We agree with this rationale and Broadwing should move up nicely with recent news regarding alliances with AOL, Hutchison Telecommunications in Hong Kong, and others.
Following the Lead from stocks like EEM, AMX and PEIX....we could very well see a 20% spike in the stock on short covering at almost any time. Short Squeeze Info
Following the Lead from stocks like EEM, AMX and PEIX....we could very well see a 20% spike in the stock on short covering at almost any time. Short Squeeze Info
Wednesday, July 05, 2006
Friday, June 30, 2006
PALM Gets Clocked In Wall Street Window Dressing Today
Window dressing is the term used because at the end of each quarter, mutual funds have to show what they are holding in their portfolios, and it seems that they do not want to show a lot of PALM in inventory today. This could all change in the next trading session and saw today as a good buying opportunity. We saw similar activity with UARM in March when it tanked below $30 and today traded over $43.
Wednesday, June 28, 2006
Google, Broadwing, and Global Crossing: Is There A Fit?
Google wants a fiber optic network to help with their bandwidth needs in the coming years, however if Google were to build its own global or national fiber network, the project would likely cost billions of dollars and take years to implement. Click For Archived Story
Tuesday, June 27, 2006
Market Maker Manipulation At Its Finest
If you are down on some of your holdings, you are not alone. Several stocks listed here and elsewhere (we feel) are worth substantially more than what the market makers are putting a price on today. Recent corporate earning are going through the roof and nobody seems to be listening. I guess in reality, no one is really willing to sit in a buy huge positions by sitting on the Bid in the face of the Fed's actions this Thursday.
Therefore, market makers generally sit on the bids and if they continually get hit, they drop and keep dropping. Eventually, someone will step in and put a stop to this sheer manipulation of share prices if good stocks get too absurdly low. Afterall, if you had to sell your house in a day or two, what price do you think you would get? Top dollar? Probably not. We are all waiting for the nonsense to stop and sensibility to return.
Therefore, market makers generally sit on the bids and if they continually get hit, they drop and keep dropping. Eventually, someone will step in and put a stop to this sheer manipulation of share prices if good stocks get too absurdly low. Afterall, if you had to sell your house in a day or two, what price do you think you would get? Top dollar? Probably not. We are all waiting for the nonsense to stop and sensibility to return.
Carlos Slim Loses Out On Univision Takeover
Our guess is that in the past few months Carlos has been selling massive amounts of Global Crossing through one of his companies INMOBILIARIA CARSO S A DE C V to stockpile cash for a bid to take over Univision. Carlos Slim's investors on the Univision deal was Grupo Televisa SA. Today, the announcement of a consortium of investors including media mogul Haim Saban agreed to pay $12.3 B for the company.
GLBC Insider Trades
Will Carlos repurchase shares of Global Crossing now that he lost out on the Univision deal? On a good note STT CROSSING LTD stepped in on May 30 and purchased $124,522,800 worth of GLBC at $20.
GLBC Insider Trades
Will Carlos repurchase shares of Global Crossing now that he lost out on the Univision deal? On a good note STT CROSSING LTD stepped in on May 30 and purchased $124,522,800 worth of GLBC at $20.
Shorts Are Covering On Broadwing
Broadwing Short Position Decreases By 20% - Click
They slam the stock in the morning and buy throughout the day it appears.
They slam the stock in the morning and buy throughout the day it appears.
Monday, June 26, 2006
Saturday, June 24, 2006
Broadwing - BWNG Notes
Broadwing operates a one-of-a-kind all-optical network and is The Leading Optical Network with 1,630 employees. They have unparalled customer focus and speed. Their growth products are: data, IP, and broadband/media services. Demand for high bandwidth services are on the rise.
Key development: Hong Kong based Hutchison Global Communications has chosen to partner with BW due to their technologically advanced network and innovative services. Parent Company HTX Stock
After 9 consecutive quarters of growth in broadband and data services, the partnering with Hutchison Global Communications that is owned and operated by Hong Kong's richest family, Li Ka Shing, and with the ever increasing demand for data broadband services should prove to accelerate future earnings and market share. The BW/HGC joint establishment of a new inter-carrier international Ethernet network enables international customers to connect multipoint Ethernet services from locations served by HGC in Asia, its Asian partners and others, with multipoint circuits in the United States. Both BW and HSC have validated the high demand for this new Trans-Pacific Ethernet solution. Further, HGC owns the largest fibre-to-the building telecommunications network in Hong Kong.
Company achieved BE in EBITDA in the 4th Qtr.
Billionaire John de Mol buys 3,800,000 shares of BWNG. Who Is John de Mol?
Taken From Forbes...Market Sees The Light In Optics - Forbes.com
Hot money and telecom investment are finally flowing into fiber optics again.
Forbes Article On Fiber Optics
There is no question that we see Broadwing - BWNG as a solid core holding. Those who are lucky enough to be in on the ground floor should benefit nicely as the word gets out about the growth of this company and their partnering deals. We feel that the institutions have been accumulating shares quietly over the past few months.
Key development: Hong Kong based Hutchison Global Communications has chosen to partner with BW due to their technologically advanced network and innovative services. Parent Company HTX Stock
After 9 consecutive quarters of growth in broadband and data services, the partnering with Hutchison Global Communications that is owned and operated by Hong Kong's richest family, Li Ka Shing, and with the ever increasing demand for data broadband services should prove to accelerate future earnings and market share. The BW/HGC joint establishment of a new inter-carrier international Ethernet network enables international customers to connect multipoint Ethernet services from locations served by HGC in Asia, its Asian partners and others, with multipoint circuits in the United States. Both BW and HSC have validated the high demand for this new Trans-Pacific Ethernet solution. Further, HGC owns the largest fibre-to-the building telecommunications network in Hong Kong.
Company achieved BE in EBITDA in the 4th Qtr.
Billionaire John de Mol buys 3,800,000 shares of BWNG. Who Is John de Mol?
Taken From Forbes...Market Sees The Light In Optics - Forbes.com
Hot money and telecom investment are finally flowing into fiber optics again.
Forbes Article On Fiber Optics
There is no question that we see Broadwing - BWNG as a solid core holding. Those who are lucky enough to be in on the ground floor should benefit nicely as the word gets out about the growth of this company and their partnering deals. We feel that the institutions have been accumulating shares quietly over the past few months.
Wednesday, June 21, 2006
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