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Technology Stocks : Winstar Comm. (WCII)
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To: RANDY DAVIS who wrote (3442)1/15/1998 3:32:00 PM
From: SteveG   of 12468
 
<..Does the guy at Legg carry as much weight as Vogel and SB. Can anyone answer?..>

In a word, no.

Reagan seems to be a reasonable and conservative guy. Aside from Reagan's "valuation" downgrade (whose valuation modeling is NOT spelled out in his one page downgrade, but is reported as being a DCF analysis which is in STARK contrast to Grubman's DCF modeling which results in an admittedly conservative $71 12-18 month target) there are smart Legg brokers who are looking conservatively for $50 by year end.

(fwiw, as would be expected, Vogel has seen the Reagan report and thinks $36 and let's just say he thinks it's overly conservative. I'm sure Grubman has seen it as well)
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