<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
</head>
<body bgcolor="#ffffff" text="#000000">
Its interesting when you dig into some of the valuation figures that
Qwest is putting forward.<br>
<br>
Steve just point out that the share price at less than $5 gives them a
valuation of less than $10 Billion. <br>
<br>
Qwest has some nice data that mentions all sorts of gobbledegook with
Land Lines Lifetime value introduced. ( + ridiculous good will ) Now
if you look at data all across the US land Line Values have been
decimated and only telcos pretend that LLV still exists. No way is an
MA going for that . The arbitrary figuer of $1500 buck is therefore
speculation.<br>
<br>
Rural land lines are classed in many parts of the US at a NEGATIVE
valuation and with LLs even in busy cities use plummeting who knows.<br>
<br>
A good MA due diligence will bring this house of cards crashing down
and who knows maybe our favorite telco better start looking at 11 s and
7s. but that would kill any negotiated MA because then the stock price
will be in pennies not dollars<br>
<br>
lets have some input from fisters as to what they thing the REAL land
line values are in NM / CO etc rural and city.<br>
<br>
Great opportunity's for entrepreneurs locally though ( I can see John
Brown salivating already ( : ( : ) <br>
<br>
( : ( : pete<br>
<div class="moz-signature">-- <br>
<meta http-equiv="Content-Type" content="text/html; ">
<meta http-equiv="Content-Style-Type" content="text/css">
<title></title>
<meta name="Generator" content="Cocoa HTML Writer">
<meta name="CocoaVersion" content="824.48">
<style type="text/css">
p.p1 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px Helvetica; color: #5c0f0a}
p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px Helvetica; color: #001fe8}
p.p3 {margin: 0.0px 0.0px 0.0px 0.0px; font: 12.0px Times; min-height: 14.0px}
span.s1 {text-decoration: underline}
</style>
<p class="p1">--------------------------------------</p>
<p class="p1">Peter Baston</p>
<p class="p1">IDEAS business technology integration</p>
<p class="p2"><span class="s1"><a href="http://www.ideapete.com/">www.ideapete.com</a></span></p>
<p class="p1">Cell: 505-690-3627</p>
<p class="p2"><span class="s1"><a href="Mailto:pete@ideapete.com">Mailto:pete@ideapete.com</a></span></p>
<p class="p3"><br>
</p>
</div>
</body>
</html>