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Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?

To: Ken Muller who wrote (12129)	9/23/2000 2:15:47 AM
From: Bernard Levy	Respond to of 12468

The call at the end of May: Message 13790992 The $20 target was subsequently revised to $15 a few weeks ago. It is conceivable WCII will go lower, but the end game is hard to predict. The people who control the purse strings are looking for a consolidation of the CLEC market where assets move from weak management teams (like GST) into stronger management teams (like TWTC which purchased GST's assets for about 50 cents on the dollar). Same story with ICIX -> WCOM, where ICIX shareholders were better treated because of their DIGX holdings. When it will look like we have converged to the final number of ``winners'' (4 or 5 companies) CLECs will rally. What I am expecting to see is one day a CLEC will go belly up (say, TGNT) and all remaining CLECs will rally If you see that, it will be time to buy CLECs heavily. Regards, Bernard Levy