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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: H James Morris who wrote (286)	12/23/1999 6:31:00 PM
From: Henk Wondergem	Read Replies (2) of 609

Hi James: I certainly am not suggesting BCE! As you can see, I tried to explain that someday it will become the time to invest in the holding company. Up to now the reverse has been the case for reasons that do not make sense, as if assets of holding companies have no value. The reason I have been following this thread was that WCG/WMB do not seem overvalued presently, as seen by the 10% jump. Not everybody understands holding companies (me included) but reading about precidents can be very valuable. I know the similarity is not perfect, be the news of one does not seem to lag too many days after the other. The increase was predicted, but I guess WCG out did WMD? Perhaps tomorrow it is the reverse! It should be if my assumption of similarity is correct. If I am wrong, I will respond with an apology (having used BCE/NT so often as an example). And if I am right, well it will be the same as I do not disagree with you. If you like to read more about some consequences theglobeandmail.com I will be watching WCG/WMB, sofar I have not done well predicting them. Henk

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