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

To: Luce Wildebeest who wrote (5799)	1/25/2000 4:47:00 PM
From: TBurtscher	Read Replies (1) \| Respond to of 11568

Just saw this on the RB WCOM board By: ap17 Reply To: 2759 by venom173 Tuesday, 25 Jan 2000 at 3:58 PM EST Post # of 2760 FYI...hot off the briefing.com pressess, MCI/Worldcom (WCOM) 41 3/4 +15/16: In today's go-go tech sector it's not often that you find value - especially in a leadership name... But there is one such stock, at least, and that is WCOM... For no specific reason, stock has been in a major funk since peaking at $65 back in June of '99... While there is nothing specific like an earnings miss to explain the stock's retreat, there are a number of factors worrying investors... These include, the slowing growth and increased competition in the long-distance market; the recent price wars in the long-distance market; the scope of WCOM's proposed $129 bln acquisition of Sprint (FON)/Sprint PCS Group (PCS); and federal antitrust hurdles associated with the proposed acquisition of FON/PCS... However, these concerns merely cloud the underlying truth which is that WCOM is growing at about double the industry rate, as it experiences tremendous growth from its burgeoning Internet data and services businesses... And when deal for Sprint is finalized later this year, company will be positioned to live up to the promise of "all services, all distances." The power of this promise should revitalize the consumer segment as well... At present, WCOM trades at 22x estimated FY00 earnings of $1.90, with a long-term growth rate of 30.7%... Corresponding PEG of 0.72 and p/s ratio of 3.3 are very attractive for a company with WCOM's earnings record, growth potential, strong financials, brand awareness, leadership position, a quality management... Long-term investors should consider using the current uncertainty surrounding the company to jump on the buy-side, as it isn't often that company's of this caliber sell at a discount to the market... Briefing.com rates WCOM a "core" holding (see Core Insight page)... Near-term downside risk to 35 area, with long-term upside potential to the 65-70 area. -- RW Not sure if i like his downside prediction though

To: Luce Wildebeest who wrote (5799)	1/25/2000 6:05:00 PM
From: Fred Levine	Read Replies (3) \| Respond to of 11568

Solomon Smith Barney had WCOM on their list of buys for 2000, with a very strong report from Jack Grubman, who has a very good reputation. IMO, Bernie screwed up when he didn't get NXTL at 40. NXTL is down to 110 now. It would have been a perfect fit. Nevertheless, IMO, this stock is a damn good balance between growth and risk, and I wouldn't time the buying, because it is easy to miss. Three yrs from now, the 2 points won't matter, but the gains will. IMO, WCOM will drift until the Sprint acquisition is clarified, and then move up steadily.. fred