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Technology Stocks : WCOM
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To: SecularBull who wrote (8140)11/2/2000 11:18:06 AM
From: que seria  Read Replies (3) of 11568
 
But!! . . . Grubman says this is the bottom, and
we would [i.e., you should] be massively aggressive buyers of the stock.

Goes on to say what everyone knows: WCOM’s lower guidance is a function of pricing pressure in voice (both business and consumer) and legacy data as well as a realistic assessment of spending to sustain growth. . . Voice pricing will collapse thanks to technology shift and public policy.

Believes new financial model for WorldCom Group is conservative since it embeds a disaster scenario in voice pricing (down 15-20% for business) for the total 5-year period. Furthermore, our combined data/IP 5-year revenue CAGR is only 24%, below what is likely to be an overall 30-40% global growth rate in corporate enterprise data/IP.

Realistic report, if a bit late. Now I think the stock is a value play.
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