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Technology Stocks : Winstar Comm. (WCII)
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To: silicon warrior who wrote (5192)4/14/1998 4:54:00 PM
From: limtex  Read Replies (1) of 12468
 
SW -

So are the other WLLs and so are a bunch if CLECs. This group has had a massive run and the fund managers have got their sights on the financial industry this week. Don't forget that the fund managers aren't much brighter than we are!!!

They have got to produce godd months/quarters or they won't be goning to all those nice restaurants or flying and collecting air miles!!!

Consequently they will run like a herd of sheep from sector to sector. They can't just sit there and wait any longer. For them investment is no longer a game of skill and patience for many of them it's follow the pack. We should be asking why they suddenly discovered the telecom sector late last year and the WLL sector in particular.

It doesn't take all of them to move just a few and depending on how hot the other secot is. Well if it involves all the banks in the world and the first move is to create a bank with a net worth of $155bn. Well that's a lot and involves a giant like Ctitbank ( lots of suits) and Travellers ( more suits but slightly less fashionable ones) do you realise that this makes a world wide massive bank that has a market cap of almost two thirds that of MSFT. Wow.

Don't worry our investment friends will be back. They'll probably miss out on the bid when it comes but they'll be back. Thank them for where we are today and welcome them home when they return.

L
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