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Technology Stocks : Winstar Comm. (WCII)

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To: limtex who wrote (7706)8/13/1998 11:20:00 AM
From: Alejandro  Read Replies (2) of 12468
 
limtex:

<<Actually I feel a bit sorry that TGNT is down today because ni some way I think they support us.>>

The only similarity is that both are in the same business. However, as has been posted, they are very different in many ways. There has been the attempt to say Mandl has more contacts than Bill R. Maybe, maybe not. However, I don't think this comparison figures into the price of the stock.

WCII is spending money at a planned rate. Accordingly, our EPS shows it. TGNT hasn't started spending at the same rate as WCII. Therefore, to some, it looks more attractive. TGNT has Nippon to fall back on for financing plus it's own.

Several questions but no answers. Is TGNT down because based on it's actual performance , is it overvalued at this time ? What is TGNT waiting for. You would think they'd be going full speed ahead ? Are they waiting to see how WCII is doing ?

Back to your original statement. I don't think the TGNT price action will, nor should effect WCII's price, unless somebody proves that wireless is useless.

ac
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