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Technology Stocks : Winstar Comm. (WCII)

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To: Steven Bowen who wrote (10080)1/20/1999 9:23:00 AM
From: gabor boda  Read Replies (1) of 12468
 
I thought that I would also provide my thoughts on the current situation.

1. the market for the foreseeable future looks very strong.
a. MSFT and other software, tech and internet players are coming out with stronger than expected earnings.
b. If the president even remotely gets his way on the issue of the govt buy into the market....very positive.
c. The whole wireless sector, CLECS et al, are coming into favor.
d. World economies are heading in a positive direction.
2. WCII is in an amazingly strong position due to the soundness of the company and its future plans.
3. The very voluminous short position is now vulnerable and I think that we will very shortly start seeing the result of that vulnerability.
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