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

To: Bernard Levy who wrote (263)	12/16/1999 8:05:00 PM
From: Henk Wondergem	Read Replies (1) \| Respond to of 609

Bernard: Just do NOT buy the "Teleclone" option if you like to carve the stuffed Christmas turkey in peace. These people where extremely nervous lately due to the un-presidented runup of NT! (they could not easily cover!) No doubt Teleclone will become the winner someday when reality returns, but that is still a ways off. The similarity with WCG is probably there, but not as clear as with NT/BCE See the comparisons for yourself siliconinvestor.com The disparity between NT & BCE is growing, someday people will realize this, but I would not like to gamble on when. Meanwhile NT keeps going at lightning speed, just waiting till the @home commercials we saw on TV here "Oh poor boy you still use the phone line for the internet ...." are replaced by "You still don't have OC48 coming to your computer??" WIN.T will also be a nice stock someday, but I am glad I did not get greedy before Christmas (same for RIMM). Once some highflyers are loosing momentum, than it will be a prime opportunity to switch, meanwhile go with the flow even if it looks like it goes uphill. (it is the anti-gravity in the stock market, what goes up must come UP!) My math prof was soooo oldfashioned. Merry Christmas Henk

To: Bernard Levy who wrote (263)	12/17/1999 12:28:00 AM
From: Mark099	Read Replies (1) \| Respond to of 609

>>I had heard that BCE was the cheapest telecom stock in the world, but I never understood why.<< It is very simple... based on BCE's holdings of 41% of Nortel and Nortel's current market cap, the market cap of BCE is composed almost entirely of Nortel meaning that the non-Nortel assets have been given no value by the market. It is really a very interesting situation when you look at it, but it's hard to predict the market. Mark