Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: Alejandro who wrote (7715)	8/13/1998 11:28:00 AM
From: MangoBoy	of 12468

<< The only similarity is that both are in the same business. However, as has been posted, they are very different in many ways. There has been the attempt to say Mandl has more contacts than Bill R. Maybe, maybe not. However, I don't think this comparison figures into the price of the stock. >> i'm sure it figures heavily. look at the relative valuations of QWST and LVLT. QWST is way ahead on buildout, contracts, etc. but LVLT has the "name" management (not that Nacchio's a slouch...) and commands an outrageous relative premium. i have no doubt that King Alex's roledex is godlike; he was the President of T after all! mark

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