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Technology Stocks : WCOM

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To: Luce Wildebeest who wrote (5799)1/25/2000 6:05:00 PM
From: Fred Levine  Read Replies (3) of 11568
 
Solomon Smith Barney had WCOM on their list of buys for 2000, with a very strong report from Jack Grubman, who has a very good reputation.

IMO, Bernie screwed up when he didn't get NXTL at 40. NXTL is down to 110 now. It would have been a perfect fit. Nevertheless, IMO, this stock is a damn good balance between growth and risk, and I wouldn't time the buying, because it is easy to miss. Three yrs from now, the 2 points won't matter, but the gains will.

IMO, WCOM will drift until the Sprint acquisition is clarified, and then move up steadily..

fred
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