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Technology Stocks : METRICOM - Wireless Data Communications
MCOM 0.006000.0%Nov 28 9:30 AM EST

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To: David Blocher who wrote (1437)7/13/1999 5:36:00 PM
From: KellyW  Read Replies (2) of 3376
 
David,

Thanks for the post. I met with the VP of MCI Networking about a year ago, along with 8 of this staffers, and was shocked at their lack of vision and plan for a wireless solution. Meanwhile, AT&T was clearly getting aggressive and making things happen in wireless and cable.

MCI just sat on their hands. I think their MCOM deal is a act of desperation. They have missed the bigger opportunities, such as what
QCOM provides. MCI has no strong internal programs.

I don't like to short because in case I am wrong, the options provide me a fixed amount to lose, if that happens. I get busy and can't watch my screen for whole days at a time. Plus, even though I bought PUTS with a rich premium, I see MCOM perhaps getting "cut in half" within 30 days. Yes, cut in half. If I'm right, the Options will give me more bang for the buck, I do believe.

I could be wrong on MCOM, but I'm at least willing to put my money where my mouth is.
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