Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: silicon warrior who wrote (5188)	4/15/1998 9:16:00 AM
From: SteveG	Read Replies (1) of 12468

<..rather the problem is Yale..> Hey, watch that - I have a number of Yale faculty friends and colleagues <g>. IMO, the likelihood that this attention starved joker is a Yalie OR a lawyer is about as likely as his real name is "Jim Fink". Jefferies' model out is this AM. These guys seem pretty sharp. I got some background on Comfort and MS. MS used to have a telecom analyst who was from the industry - Ed Greenberg. He really liked the WCII story. Comfort was an underling, as I understand NOT from the industry. When Ed was promoted to corporate finance, Comfort got the chance to take a shot, and apparently was backasswards in several of her calls. I THINK it may also have been in part due to WCII's (and fixed wireless's) early uncertainties in growth, as well as their learning curve in interacting with the street. As Jepson came on board, the company was more stable, and had figured how to be more consistent in street guidance. I think the politics of the 14% paper is also an issue. Most of the research folks that I've spoken with were pretty dismissive of Comfort's comments.

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