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Technology Stocks : Wireless Facilities (WFII)
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To: george willse who wrote (138)11/12/1999 2:03:00 AM
From: Rupert  Read Replies (2) of 465
 
I was a buyer of WFII today. IMHO the UPS and Charter IPOs have been draining liquidity and attention from recent tech IPOs. I felt this was a good price to pay for this high quality established high tech business already successfully servicing a rapidly growing global market in a sector in which it is the only pure-play equity, giving it obvious franchise potential (by which I mean when you think of the sector, is there one stock you think of - if so it's a franchise). I feel that the new wireless network management outsourcing business that WFII is launching will only add to the bottom line. I also feel that any growth in the wireless sector can be interpreted by the market as beneficial to this stock. Long term position and happy to add on dips/corrections or worldwide panics.

Good luck to all.
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