Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: Steven Bowen who wrote (5507)	4/27/1998 1:41:00 PM
From: Kenneth Goodman	Read Replies (1) of 12468

Steve, you and I are on the same wavelength. I evaluated the variability of the potential returns when I acquired my shares, and I (like many people here on SI) appreciate the fact that you all continue to update everyone on the sell side analysis of the stock, as well as your own independently developed analysis. What I'm trying to assess is what would make you a seller of the stock: What missteps or market blunders (other than a Cendant like accounting blunder) would make you consider reducing your position in WCII or any other CLECs? What Financing patterns would you begin to concern you. At what point does the issuance of convertible's become so dilutive that long (or short) term eps growth is unacceptable. Who in management has to leave for you to be concerned. My sense is that Vogel and Grubman are dead on. This should be an $80-$100 stock. I'm simply trying to gauge what internal factors might prevent it from becoming one. Thanks for the reply Ken

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