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

To: PDL who wrote (5247)	10/8/1999 4:55:00 PM
From: Anthony Wong	Read Replies (1) \| Respond to of 11568

Hi Pete, the fact it held so well in the mid 60's is encouraging. I'm thinking the low 70's this time. Noticed you hold GBLX as well. Picked up some GBLX and VSTR some days ago, after the WCOM/FON announcement, and already own a lot of NXTL at $22. All doing well, thanks to WCOM. Anthony

To: PDL who wrote (5247)	10/8/1999 5:17:00 PM
From: MGV	Respond to of 11568

I have to say that I am surprised too. WCOM is one of my 3 biggest positions. That makes me happily surprised. That said, I continue to think we will have an opportunity to see WCOM near if not penetrating the lower end of the collar due to non-company specific - i.e. macro - event(s). If or when it does, I doubt I'll hesitate to buy it.