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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: JPhilipS who wrote (4928)	8/21/1999 1:42:00 AM
From: MGV	Respond to of 11568

40% of WCOM is data,internet, int'l and 60% is voice. The 40% is growing much faster than the 60 obviously.

To: JPhilipS who wrote (4928)	8/21/1999 9:03:00 AM
From: PDL	Read Replies (1) \| Respond to of 11568

The 5% number is residential long distance (not business) -- at least that's what I recall.

To: JPhilipS who wrote (4928)	8/21/1999 9:59:00 AM
From: Mike Gordon	Respond to of 11568

Thanks for your response. Perception is reality and hence the drop in WCOM's price when FON announced 5 cents minutes. My information says that 18% (1998) of current revenues are consumer LD. Expected to drop to 9 to 10% for 2001 - 2002. The impact of the RBOC entry into LD will reduce revenues further. However, @ 5 cents per minute put pressure on the RBOC earnings. WCOM will continue to benefit from their 18% growth concentrated in internet, data, and international revenues. EPS estimated at $2.90 for 2000 or an estimated PE of 29.4. Its hard to consider a bottom of $67 between now and 1/31/00. Smith Barney Research