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Technology Stocks : WCOM
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To: Duane Greg who wrote (5107)10/1/1999 5:05:00 PM
From: MGV  Read Replies (1) of 11568
 
Duane, I wrote something earlier today on point.

Message 11419326

I did swap 1/4 of my WCOM position on a 1:1 into FON this morning. At the moment it has been the right thing to do. Whether you do it depends on how strongly you feel that Sprint will be taken out by WCOM or someone else. W/o the M&A end game, FON probably is overvalued here and WCOM undervalued. That is the risk. I feel comfortable with the view that someone buys FON soon and that it is most likely WCOM. Long and intermediate term you should do fine with WCOM. Hope that helps.
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