"But they won't want MCI's long distance," he said. "MCI and AT&T have conceded defeat in the long distance consumer market. The RBOCs are going to take their long distance away. But the RBOCs aren't winning the enterprise battle."
Conversely, he said because the RBOCs continue to fare poorly in facilities-based enterprise markets, that segment of MCI would likely represent a strong attraction for a RBOC, or even a foreign carrier interested in increasing presence in the U. S. market. "MCI could be sold off in pieces," said Wilson.
Wilson estimates that MCI and AT&T combined control from 80 to 85 percent of the facilities-based enterprise communications market.
Another "shining star" in MCI is its Internet backbone best represented by its UUNET core. "This is a key asset," said Wilson, "and it's a global asset."
Although additional suitors for MCI haven't surfaced as yet, one investment banking firm, Guzman & Co., anticipates a contest for the telecommunications firm. Guzman issued a research note stating, "Leucadia starts the bidding war for MCI."
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