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Technology Stocks : Winstar Comm. (WCII)

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To: Bernard Levy who wrote (9663)12/17/1998 6:36:00 PM
From: limtex   of 12468
 
Dear Bernard,

1. This time the market has got a real rally underway with the tech stocks as these are seen to be able to perform next year whereas the old industries KO, BA 3M etc are going to dissappoint next year.

2. The new today coincides with 1. above and that is good.

3. The deal looks very good and VERY aggresive. I mean having a go at WCOM well that is news and if this grouping is capable of making an impact on WCOM then that give them a very special credibility boost all by itself.

4. All the above and a good earnings announcement very probable well I don't think Ms Comfort is going to very much negative now and plenty of others are going to say a lot of very postive stuff over the next few days.

IMHO and this has been along time coming and a lot of anguish along the way well I think we've at least got a base at a low of $33/34 and the upside looks much more like a good bet with anything up to $60 before the end of Jan.

Best regards to all,

L
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