-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, TKuJ39ZGPOGEa+hrxoY3jwaqtybVjuCzEGgBr1NyHvFOxHKneQSvz8hbc+E1+GOx Sv1bETO4g9vsCpdNOL32Ug== 0000927016-03-001796.txt : 20030411 0000927016-03-001796.hdr.sgml : 20030411 20030411170656 ACCESSION NUMBER: 0000927016-03-001796 CONFORMED SUBMISSION TYPE: SC 13D/A PUBLIC DOCUMENT COUNT: 2 FILED AS OF DATE: 20030411 GROUP MEMBERS: DAVID C. ABRAMS SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: ARCH WIRELESS INC CENTRAL INDEX KEY: 0000915390 STANDARD INDUSTRIAL CLASSIFICATION: RADIO TELEPHONE COMMUNICATIONS [4812] IRS NUMBER: 311358569 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13D/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-48446 FILM NUMBER: 03647534 BUSINESS ADDRESS: STREET 1: 1800 W PARK DR STREET 2: STE 250 CITY: WESTBOROUGH STATE: MA ZIP: 01581 BUSINESS PHONE: 508-870-6700 MAIL ADDRESS: STREET 1: 1800 W PARK DR STREET 2: STE 250 CITY: WESTBOROUGH STATE: MA ZIP: 01581 FORMER COMPANY: FORMER CONFORMED NAME: USA MOBILE COMMUNICATIONS HOLDINGS INC /DE/ DATE OF NAME CHANGE: 19950519 FORMER COMPANY: FORMER CONFORMED NAME: ARCH COMMUNICATIONS GROUP INC /DE/ DATE OF NAME CHANGE: 19950914 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: ABRAMS CAPITAL LLC CENTRAL INDEX KEY: 0001112443 FILING VALUES: FORM TYPE: SC 13D/A BUSINESS ADDRESS: STREET 1: 425 BOYLSTON ST CITY: BOSTON STATE: MA ZIP: 02116 BUSINESS PHONE: 6176466100 MAIL ADDRESS: STREET 1: 425 BOYLSTON ST CITY: BOSTON STATE: MA ZIP: 02116 SC 13D/A 1 dsc13da.txt AMENDMENT NO.1 TO SCHEDULE 13D UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D/A-1 (Rule 13d-101) Under the Securities Exchange Act of 1934 (Amendment No. 1)* ARCH WIRELESS, INC. - -------------------------------------------------------------------------------- (Name of Issuer) Common Stock, par value $.001 per share - -------------------------------------------------------------------------------- (Title of Class of Securities) 039392600 ----------------------------------------- (CUSIP Number) Abrams Capital, LLC Attention: David C. Abrams 222 Berkeley Street, 22nd Floor Boston, MA 02116 (617) 646-6100 - -------------------------------------------------------------------------------- (Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications) April 11, 2003 - -------------------------------------------------------------------------------- (Date of Event which Requires Filing of this Statement) If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of (SS)240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box [_]. Note: Schedules filed in paper format shall include a signed original and five copies of the schedule, including all exhibits. See (S)240.13d-7 for other parties to whom copies are to be sent. (Continued on the following pages) (Page 1 of 6 Pages) - -------------------------------- *The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter disclosures provided in a prior cover page. The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the notes). - ------------------- ----------------- CUSIP No. 039392600 13D Page 2 of 6 pages - ------------------- ----------------- - -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) Abrams Capital, LLC - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [_] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS (SEE INSTRUCTIONS) AF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [_] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION Delaware - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 1,273,484 NUMBER OF ------------------------------------------------------ SHARES BENEFICIALLY OWNED BY 8 SHARED VOTING POWER EACH REPORTING ------------------------------------------------------ PERSON WITH 9 SOLE DISPOSITIVE POWER 1,273,484 ------------------------------------------------------ 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,273,484 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 6.81% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) OO - Limited Liability Company ================================================================================ - ------------------- ----------------- CUSIP No. 039392600 13D Page 3 of 6 pages - ------------------- ----------------- - -------------------------------------------------------------------------------- 1 NAMES OF REPORTING PERSONS I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY) David C. Abrams - -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS) (a) [_] (b) [_] - -------------------------------------------------------------------------------- 3 SEC USE ONLY - -------------------------------------------------------------------------------- 4 SOURCE OF FUNDS (SEE INSTRUCTIONS) AF - -------------------------------------------------------------------------------- 5 CHECK BOX IF DISCLOSURE OF LEGAL PROCEEDINGS IS REQUIRED PURSUANT TO ITEMS 2(d) or 2(e) [_] - -------------------------------------------------------------------------------- 6 CITIZENSHIP OR PLACE OF ORGANIZATION United States of America - -------------------------------------------------------------------------------- 7 SOLE VOTING POWER 1,345,969 NUMBER OF ------------------------------------------------------ SHARES BENEFICIALLY OWNED BY 8 SHARED VOTING POWER EACH REPORTING ------------------------------------------------------ PERSON WITH 9 SOLE DISPOSITIVE POWER 1,345,969 ------------------------------------------------------ 10 SHARED DISPOSITIVE POWER - -------------------------------------------------------------------------------- 11 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,345,969 - -------------------------------------------------------------------------------- 12 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (11) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS) [_] - -------------------------------------------------------------------------------- 13 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (11) 7.19% - -------------------------------------------------------------------------------- 14 TYPE OF REPORTING PERSON (SEE INSTRUCTIONS) IN ================================================================================ - ------------------- ----------------- CUSIP No. 039392600 13D Page 4 of 6 pages - ------------------- ----------------- This Amendment No. 1 ("Amendment No. 1") amends and supplements the Report on Schedule 13D, filed on April 4, 2003 (the "Schedule 13D"). Capitalized terms used herein but not defined herein have the meanings ascribed thereto in the Schedule 13D. This filing of Amendment No. 1 is not, and should not be deemed to be construed as, an admission that the Schedule 13D or that any amendment thereto is required to be filed or that any of the Reporting Persons are, for the purposes of Sections 13(d) or 13(g) of the Securities Exchange Act of 1934, the beneficial owners of any securities covered by this statement. Item 1. Security and Issuer. The securities to which this statement relates are shares of Common Stock, par value $.001 per share (the "Shares"), of Arch Wireless, Inc., a Delaware corporation (the "Issuer"). The principal executive offices of the Issuer are located at Arch Wireless, Inc., 1800 West Park Drive, Suite 250, Westborough, Massachusetts 01581. Item 4. Purpose of Transaction. From time to time, the Reporting Persons have acquired Shares in the ordinary course of business for investment purposes and have held such Shares in such capacity. The information set forth in Item 4 of the Schedule 13D is hereby amended and supplemented by the following: On April 11, 2003, the Reporting Persons sent a letter to certain directors of the Issuer to request a meeting to discuss certain issues relating to proposals set forth in the Preliminary Proxy Statement filed by the Issuer with the Securities and Exchange Commission. A copy of this letter is attached hereto as an exhibit to this Amendment No. 1. In connection with the foregoing, the Reporting Persons are considering the feasibility and advisability of various alternative courses of action with respect to their investment in the Issuer, and the Reporting Persons reserve the right, subject to applicable law, (i) to hold their Shares as a passive investor or as an active investor (whether or not as a member of a "group" with other beneficial owners of Shares or otherwise), (ii) to acquire beneficial ownership of additional Shares in the open market, in privately negotiated transactions or otherwise, (iii) to dispose of all or part of their holdings of Shares, (iv) to take other actions which could involve one or more of the types of transactions or have one or more of the results described in Item 4 of Schedule 13D (including, without limitation, a change in the present board of directors of the Issuer, including any plans or proposals to change the number or term of directors or to fill any existing vacancies on the Board), or (v) to change their intention with respect to any or all of the matters referred to in this Item 4. The Reporting Persons' decisions and actions with respect to such possibilities will depend upon a number of factors, including, but not limited to, the actions of the Issuer, market activity in the Shares, an evaluation of the Issuer and its prospects, general market and economic conditions, conditions specifically affecting the Reporting Persons and other factors which the Reporting Persons may deem relevant to their investment decisions. - ------------------- ----------------- CUSIP No. 039392600 13D Page 5 of 6 pages - ------------------- ----------------- Except as set forth herein, no contract, arrangement, relationship or understanding (either oral or written) exists among the Reporting Persons as to the acquisition, disposition, voting or holding of Shares. Item 6. Contracts, Arrangements, Understandings or Relationships with Respect to Securities of the Issuer. Each of the Funds and Abrams International from time to time may enter into and unwind, cash settled equity swap or other similar derivative transactions with respect to the Shares. These arrangements do not and will not give the Reporting Persons voting or investment control over underlying Shares and, accordingly, the Reporting Persons disclaim beneficial ownership of any such Shares. Except as set forth in Item 4 of this Amendment No. 1 and as previously disclosed, none of the Reporting Persons has any contract, arrangement, understanding or relationship (legal or otherwise) with any person with respect to any securities of the Issuer, including but not limited to, any contract, arrangement, understanding or relationship concerning the transfer or voting of any securities of the Issuer, finder's fees, joint ventures, loan or option arrangements, puts or calls, guaranties of profits, division of profits or loss or the giving or withholding of proxies. Item 7. Material to be Filed as Exhibits. Exhibit 99.1 Letter to certain Directors of the Board of Directors of the Issuer, dated as of April 11, 2003. - ------------------- ----------------- CUSIP No. 039392600 13D Page 6 of 6 pages - ------------------- ----------------- SIGNATURES After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. Date: April 11, 2003 ABRAMS CAPITAL, LLC By: /s/ David C. Abrams -------------------------------------------- Name: David C. Abrams Title: Managing Member DAVID C. ABRAMS By: /s/ David C. Abrams -------------------------------------------- David C. Abrams EX-99.1 3 dex991.txt LETTER TO CERTAIN DIRECTORS OF THE BOARD OF DIRECTORS OF THE ISSUER. EXHIBIT 99.1 April 11, 2003 Mr. James V. Continenza Mr. Eric Gold Mr. Carroll D. McHenry Mr. Matthew Oristano Mr. Samme L. Thompson Members of the Board of Directors Arch Wireless, Inc. BY FAX and FEDEX Dear Sirs: As you know, Abrams Capital is a large shareholder of Arch Wireless. We have recently been engaged in discussions with the management and certain members of the board of directors about a number of issues that are important to us and, we believe, to other shareholders. On March 25, we wrote to Ed Baker and Roy Pottle with respect to several proposals contained in the company's preliminary proxy statement filed with the SEC. You received a copy of that letter. On April 1, Bill Bousquette, Bill Redmond, and Carroll Wetzel visited us in our offices. We had the opportunity to meet them and hear their views on some of the issues we raised. From our prospective, it was a productive meeting in which we learned a great deal. Unfortunately, we have not had the opportunity to meet with you and learn your views on the same subjects. Because these issues are of great importance to us (and, we believe, to other shareholders) and since the date for the company's annual meeting for, among other things, the election of directors is approaching, we think it is wise for us to meet with you and discuss these issues in person. We hereby extend an invitation to all of you to meet with us in Boston at the earliest possible time. Specifically, we believe the meeting should take place by Wednesday, April 16 at the absolute latest. While there have been some different opinions on certain issues, we have tried to be constructive in the way we have expressed our opinions. The suggestion of a meeting is done in this spirit. As large shareholders, we want to see Arch be successful in all its endeavors. It is our hope that if we were to meet in person soon we could reach a meeting of the minds and the company could march forward together with all its constituents and continue down the path it has been headed: the creation of value for its stockholders. Because the Company has expressed its desire to have its Annual Meeting on May 8th, we think it is imperative that this meeting happen quickly. If changes to the proposals set forth in the preliminary proxy statement are not made, we believe that several of the proposals will be rejected by stockholders. We believe it is in the best interest of the Company and its stockholders to avoid the costs and distraction caused by such a scenario, and thus, we think your fiduciary duties as directors mandate meeting with a large shareholder to exchange views. As time is of the essence, we would like to hear from you by noon on Monday, April 14 to let us know if you would like to arrange a meeting. We hope the answer is yes. We can be reached at 617-646-6100. We look forward to hearing from you. Sincerely yours, /s/ David Abrams ------------------------------- David Abrams /s/ Travis Rhodes ------------------------------- Travis Rhodes Cc: Jon Bauer Ed Baker Jay Bothwick Stephen Fraidin, Esq. Jim Cavallo Tyler Chan Ken Grossman Joe Johnson Jim Miller Rich Rubin -----END PRIVACY-ENHANCED MESSAGE-----