my comments?
U want to check us head to head?
In the mine field again - I'll try to be carefull
What is said is logical.
From the other side, it was said (don't remember by whom) that:
"The market can remain irational much longer than u can remain solvent"
At any rate,
I think he disregaurded the short time risk
In the short time, there is no balance in the market and cellular companies may lose money, which means no dividends while debts should be paid:
So, Cellcom, Pelephone and their parent companies will survive.
I think Skylex will survive as well (perhaps in the hand of the debtors) - but will Sunny?
Can Ben-Dov bring 100M from home (for both Tao and Sunny - any less and I think he is down)?
Will Hachinson accept any kind of agreement?
Will the bond holders?
I think this analysis is logical, but disregaurd part of the specific risk
Best regards
הגב עם ציטוט