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Technology Stocks : Winstar Comm. (WCII)

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To: silicon warrior who wrote (8671)10/13/1998 4:44:00 PM
From: silicon warrior  Read Replies (1) of 12468
 
I need to remind myself: the trick is to buy decent companies with good prospects when they are out of favor. The more they are out of favor, the better the buy. If I am correct about the fundamental business concept, others will eventually follow when they see performance. We will not see great Momentum plays again for probably quite a while. But, when calmer heads--eg, Grubman, prevail, investors will come back to us. I just hope I have Steve B's stomach for more risk in wcii before those players see the light, In the mean time, I will lanquish more than many others.
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