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

To: Tom_ who wrote (5582)	1/6/2000 1:29:00 PM
From: TheStockFairy	Respond to of 11568

SSB handles Wcom's ESOP. Reading over the SSB report, they are consistant with my current theory on WCOM. The voice revenue is going to slow and the margins on that revenue are going to be razor thin. A company does get a certain amount of revenue per call and multiply that by 30 Billion (or whatever the last numbers were for total revenue) and that does add to the bottom line. Now, the growth is coming from data products, as well as International and Internet. While these numbers will probably never match the voice numbers contributing to the top line, the margins are much larger and will add to the bottom line. Problem is, right now this information is early and it will probably take a year or two to sink into the stock price. For the long term WCOM still looks like a good bet. For the short term (less than one year) it looks pretty rocky.