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  • Deutsche Telekom Likely Wants Sprint's Wireline Business, Not the Whole Company [View article]
    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?
    Sep 15 20:38 pm |Rating: 0 0 |Link to Comment
  • Clearwire’s WiMAX Tests: Acquisition of IDT’s Spectrum [View article]
    The 39 GHz and LMDS are for backhaul, which is the current bottleneck for all mobile broadband communications.
    Aug 17 16:57 pm |Rating: 0 0 |Link to Comment
  • XO Holdings: Raise Morale and Open Communications [View article]
    It would be greatly appreciated if you point why, line by line if you could.
    Apr 18 11:47 am |Rating: 0 0 |Link to Comment
  • XO Holdings: Raise Morale and Open Communications [View article]
    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.
    Apr 18 03:19 am |Rating: 0 0 |Link to Comment
  • XO Holdings: Raise Morale and Open Communications [View article]
    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".
    Apr 15 13:08 pm |Rating: 0 0 |Link to Comment
  • XO Holdings: Raise Morale and Open Communications [View article]
    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.
    Apr 15 12:58 pm |Rating: 0 0 |Link to Comment
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