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  • XO Holdings: Raise Morale and Open Communications [View article]
    I thought it was a simple administrative error. Regarding XO, I have been following this company (and your reports here at SeekingAlpha) for some time. It really amazes me how far this has fallen. We sometimes partner with XO - they often host our solutions, bundling us with a few other vendors, taking a cut of the business and the traffic on their network. They are hungry for business and more flexible than many of their competitors. I don't think it's out of desperation. They are just quick to look for alternative revenue streams. It seems the market assumes they are going bankrupt. I can't explain it any other way. If Icahn came out today and made a few shareholder friendly comments, the stock would probably double.... Anyway, as of today I'm long XO....
    Apr 15 14:34 pm |Rating: 0 0 |Link to Comment
  • XO Holdings: Raise Morale and Open Communications [View article]
    You've been writing about XO for some time. Under "Disclosure," you wrote "None." In the past (as recent as a few days ago), you wrote "Long." Does this mean, even though you seem confident XO is undervalued (and I tend to agree), you have sold your shares?
    Apr 15 11:39 am |Rating: 0 0 |Link to Comment
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