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Technology Stocks : Williams Communications Group - WCG -- Ignore unavailable to you. Want to Upgrade?

To: MangoBoy who wrote (238)	12/10/1999 10:16:00 AM
From: pat mudge	Respond to of 609

I'm glad you're in as I trust your judgement. Pat

To: MangoBoy who wrote (238)	12/14/1999 12:03:00 AM
From: pat mudge	Respond to of 609

Mark -- What do you, or others, know about Sonus? From their website, a glimpse at management: sonusnet.com TIA, Pat

To: MangoBoy who wrote (238)	12/16/1999 3:27:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 609

Hello Mark: What is your reasoning for being in WCG rather than WMB? At current prices for WMB ($29) and WCG ($26 3/4), and assuming 0.85 share of WCG is contained in each share of WMB, one gets $22 1/2 of WCG for WMB share, which means we get the energy company for only $6 1/2. A fund manager interviewed in Barron's 3 weeks ago was putting a value if $16-17/sh on the energy company (assuming earnings of $1/sh). Actually, he was creating a synthetic ``energy only Williams' by going long WMB and shorting about 0.85 WCG for each WMB. It seems to me WMB is a great double play on telecom and a recovery of natural gas prices. Best regards, Bernard Levy