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Technology Stocks : WCOM
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To: telecomguy who wrote (10242)5/17/2002 12:28:18 PM
From: KyrosL  Read Replies (1) of 11568
 
I agree with you that CWP has a chance of poaching WCOM's customers. However, if WCOM manages to secure credit lines, buy back some of its debt, and squash the BK speculation over the next couple of months, this chance will disappear. For what it's worth I have positions in both CWP and WCOM/MCIT. My CWP position is about twice the size of my WCOM/MCIT position, to which I added just today. I consider this combination somewhat of a hedge.

Kyros
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