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Technology Stocks : WCOM

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To: Caxton Rhodes who wrote (4312)4/29/1999 8:33:00 PM
From: limtex  Read Replies (1) of 11568
 
CR -

You have a good feel for this industry and I respect your view.

I don't think this deal is comparable to MCI. I also think that mobile wireless is the most competitive part of the indistry and that fixed wireless is wjere the opportunity is and WCOM has just bought a massive chunk of MMDS which I suppose could turn itself into a sort of asymteric LMDS and that is where there is a lot of profit to be made.

Sure Bernie kows what he is doing but you never know when acompany gets to this size whether its really Bernie or just some over enthusiastic ambitious 25 year old exec or IB that has wound Bernie up. It happens!!

Just MHO

Best regards,

L
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