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Technology Stocks : Jimbo's Playhouse/CPQ -- Ignore unavailable to you. Want to Upgrade?

To: Night Writer who wrote (2628)	6/30/1999 4:57:00 PM
From: Mao II	Read Replies (2) \| Respond to of 12662

NW: Well you may be right. God knows, the market has its own logic. BUt the analysis that sparked all of this is built on a basic misreading of WCOM's biz: "In a report, Strumingher blamed weaker-than-expected growth in the domestic voice sector for the cut in his forecast." Even if domestic voice growth is weaker, WCOM's data growth is stronger by far and represents a much much greater portion of the company's business anyway. It would be analagous to cutting Mr. Softee's projected earnings based on a projected decline in mouse growth. M2