Williams Communications Group - WCG Message Board

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Technology Stocks : Williams Communications Group - WCG

WCG 349.92

+1.4%

Jan 23 4:00 PM EST

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To: Bosco who wrote (256)	12/16/1999 4:03:00 PM
From: Bernard Levy	Read Replies (1) of 609

Hi Bosco: The point here is that the natural gas assets of WMB are tremendously undervalued when one considers current WCG and WMB prices. Throw in the fact that natural gas prices have sold off severely, but are highly likely to recover, and the ``synthetic energy Williams' = WMB - 0.85 WCG could outperform growth stocks by a huge margin (like a double or triple next year). Personally, I prefer the full WMB because it offers a lot more safety. If the fiber glut materializes, I will be bailed out by the gas, and if we get warm Winters as far as the eye can see, may be the telecom operations will bail me out (not counting the high likelihood WCG will be bought by one of the Baby Bells). Best regards, Bernard Levy

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