Tech101

Icahn Should Give Up Running Other People's Money

Carl Icahn will teach you how to steal every penny from the minority shareholders when he is the majority shareholder and the chairman of BOD as well:

"Shareholders Get No XO From Icahn" (WSJ)
online.wsj.com/article...

"With Friends Like Carl Icahn…." (NYTimes)
executivesuite.blogs.n.../

"Shareholders Get No XO From Icahn" (WSJ)
online.wsj.com/article...

"The Kettle? The Pot Says He’s Black" (NYTimes)
www.nytimes.com/2008/0...

Carl Icahn's Latest Shuffle (Washington Post)
www.washingtonpost.com...

********************
On Oct 28 11:36 PM Gary A wrote:

> I could be wrong, but Icahn is a bit of a maverick and is against
> the big boys taking advantage of the prepackaged bond workout for
> CITI. It appears that the bondholders will get a bad deal if the
> big boys do this workout. Icahn taught me yesterday that in prepackaged
> bankruptcy, the commercial banks in on it get a big cut out of the
> company. That is just plain wrong. Let the companies go into regular
> bankruptcy where the assets are protected from the investment banking
> vultures.
>
> For that info I view Icahn as a pretty straight up guy, at least
> regarding CITI.

Icahn Should Give Up Running Other People's Money

It is not about win or loss. It is about personal integrity.

Simply put, Carl Icahn is a notorious hypocrite and one of the most shameless "investors" in the American financial history.

Deutsche Telekom Likely Wants Sprint's Wireline Business, Not the Whole Company

Any guess on how much Sprint would ask for its wireline? Q was asking for several billion for its wireline.

However, you may forget XO has a lot of bandwidth and it owns THE nation’s largest LMDS spectrum portfolio with best use for backhaul. More obviously, the Deutsche Bank is a 3.64% XOHO shareholder, and T-System has been a partner of XOHO (T-Systems Selects XO To Expand U.S. Presence: www.xchangemag.com/hot... )

The entire XO is currently worth only $800 million and Carl Icahn has been struggling with the endless legal war with R2 and all the minority shareholders.

Should we feel surprised if a deal strikes?

Clearwire’s WiMAX Tests: Acquisition of IDT’s Spectrum

The 39 GHz and LMDS are for backhaul, which is the current bottleneck for all mobile broadband communications.

XO Communications: Open Letter to Carl Icahn from a Minority Shareholder

Congratulations. You're post ranks number 3 when I type "XO Icahn" in the Google search.

XO Communications: Open Letter to Carl Icahn from a Minority Shareholder

True, Mr. Icahn will be the one most benefited if he takes control of XO by himself from the guy crrently handling the XO business in his team, and takes other actions described in the letter.

Thanks for the post.

Does Akamai Have XO in Its Sites?

Google spent hundred million purchasing a surprisingly high amount of dark fiber.

Maybe they are stupid, but well, it looks like that the race to bandwidth caps is on.

Perhaps owning a little bandwidth is not a bad idea, even for the unsinkable Akamai.

Does Akamai Have XO in Its Sites?

Google spent hundred million purchasing a surprisingly high amount of black fiber.

Maybe they are stupid, but well, it looks like that the race to bandwidth caps is on.

Perhaps owning a little bandwidth is not a bad idea, even for the unsinkable Akamai.

XO Holdings: Raise Morale and Open Communications

It would be greatly appreciated if you point why, line by line if you could.

XO Holdings: Raise Morale and Open Communications

Mr. Carl Icahn could try to force XO to bankruptcy by the financial covenants of the Credit Facility he owns for 10 times. But at the end of each quarter in the past two and half years, he waived his right and extended the Credit Facility.

Now the financial covenants were removed based on the Final Judgment and Order on April 4, 2008: “the waiver, through the due date of July 15, 2009, of any breach of the financial covenants in Section 6.6 of the Credit Facility, including the EBITDA (as defined in the Credit Facility) and unrestricted cash balance covenants. Waiver of the EBITDA and unrestricted cash balance covenants in the Credit Facility will eliminate concerns that the debt outstanding under the Credit Facility could be accelerated prior to its maturity as a result of non-compliance with such covenants.”

sec.gov/Archives/edgar...

Perhaps, we could also say that TWTC has not done yet.

XO Holdings: Raise Morale and Open Communications

Another possibility for the error could be that more than one stock (XOHO) is covered in this article.

That could cause the confusion on SeekingAlpha's handling. At least, I thought I checked the box "long".

XO Holdings: Raise Morale and Open Communications

I have been long XOHO for more than a year, and I am still long. It should be my mistake if not Seekingalpha's.

Thank you for your correction and I apologyze for any possible misleading.

XO's Top Line May Grow Faster with Latest Network Upgrade

XO has its own national backbone in addition to million miles of metro fiber. That's where most of the CRS-1 are installed so in most cases, no transit is paid at all.

Then, indeed, "they have numerous revenue-neutral peering agreements" in places. Apparently, with the newly added CRS-1, they increase the numbers of agreements to do more revenue-neutral peering.

XO is also increasingly working with international carriers that need terminating connections in the States.

XO, like the popular economical airline JetBlue, always make big killings when they see where they have end-to-end connection with unparellel advantage.

What Happens To Barron's Under Rupert Murdoch?

You don't have to - because the electronic version would be free as I guessed.

However, you may lose your status quo of kind of monarchy as a paper subscriber.

Is that one of the reasons you want to cancel?

What Happens To Barron's Under Rupert Murdoch?

The Electronic Versions of Both Barron's and WSJ probably will be free under Rupert Murduch.