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Technology Stocks : Intermedia Communications ICIX
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To: SteveG who wrote (94)2/25/1998 1:10:00 PM
From: gauguin  Read Replies (1) of 313
 
Steve,

Thanks for your quick and thorough response. Yes, I guess I am more comfortable continuing to invest in WCII, though I've already got a good portion of my portfolio in it. However,Rouhana,Kantor et al are all knowns to me whereas ICIX is not. Did see the Lehman downgrade, but seems it was probably purely technical--don't think Lehman is known to have particularly strong telecom analysts. Just seems that a stock with a 50% continued revenue growth rate which is investing in data transport and networking and has reached beyond critical mass is hard to say no to. So maybe I'll look for a dip and put my little toe in, while reserving the big toe for WCII whenever it seems cheaper (which changes by 10% per week lately). It's kinda ironic when you own as much stock as I do in WCII that I hate to see it rise so quickly cause I want to buy even more...sounds dangerously like an addiction! Can you relate?
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