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

To: waverider who wrote (4939)	8/22/1999 12:22:00 PM
From: MGV	Read Replies (1) \| Respond to of 11568

Here is the chart Rick. techstocks.com I think the drop in WCOM is a combination of a. market perception of slowing growth due to LD price wars; b. concerns that WCOM needs cellular and will have to dilute earnings to get it; c. concerns that the frame relay debacle will lead to lost revenue and/or is evidence of deeper problems relating to MCI integration; d. Macro pressures on the market stemming from fears of rate increases; and e. we are heading into a seasonally weak period (Aug-Oct) in the overall market. Bottom line - I have begun adding WCOM and would be stepping up the purchases if it goes to low 70s - high-to-mid 60s. I discount a. b. and d. The integration part of c. is something to watch closely and e. might be the reason why we could see a gift of WCOM 10% lower, though I think its less than 40% chance that it would fall further to as low as mid 60s. WCOM will move up decisively w/in the next 1-3 months. It needs to get past the market choppiness and to reconfirm that its data, int'l, internet revenue is continuing to grow EBITDA at 40% +

To: waverider who wrote (4939)	8/22/1999 12:57:00 PM
From: MGV	Read Replies (1) \| Respond to of 11568

This chart better reflects market efficiency and WCOM's competitive advantages. techstocks.com

To: waverider who wrote (4939)	8/22/1999 4:47:00 PM
From: Doug B.	Read Replies (1) \| Respond to of 11568

bigcharts.com Use the interactive chart for a stock, then the menus on the left side to add other tickers. I find the logarithmic scale chart to be the most useful for this sort of comparison. Regards, Doug