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

To: Mike Bruns who wrote (39)	11/25/1997 9:36:00 AM
From: Steven Bowen	Respond to of 270

Mike, from an investors viewpoint, WinStar's ship is just approaching the dock. WinStar has been a $20 to 30 stock before. It was just total over reaction that drove it to 10 in the first place. Read this, if you haven't, to see what Telecom analysts are saying about WinStar: techstocks.com Wise investors are holding WinStar tight waiting for that easy 60 to 80. Or if they stay independent and you can hold tight, probably $200 in 3 to 5 years. Traders and short term investors are probably taking their gain and running, but investors see much greater potential. As for the potential in Teligent, in a couple years it may have the same potential WinStar has today. In the mean time, the same forces that took WinStar to single digits could easily do the same to Teligent. I just don't see anything when you compare the two companies that would say Teligent is the smarter company to own now. Of course, the wild card in all of this is the takeovers/mergers/consolidation going on. It's not clear to me where Teligent sits there.

To: Mike Bruns who wrote (39)	11/25/1997 9:44:00 AM
From: TheSlowLane	Respond to of 270

Mike, the biggest mistakes that many investors make are due to impatience. I got into WinStar for what the value of the stock would be 3-5 years from my purchase date, not to jump in and out on every fluctuation. Nobody on the WCII thread wants management to sell the company for $60, why would we settle for $30 unless we thought that the stock was now fairly valued. There is still a lot of potential left, and the horizon in which it may be realized is moving in. WinStar doesn't even have positive earnings yet, this is definitely NOT the time to get out. Yes, the potential for Teligent is wide open, but guess what, it's also a long way off. Do you know how long it takes to install a 5ESS switch or negotiate roof rights? Check it out, building an infrastructure is not trivial.

To: Mike Bruns who wrote (39)	11/25/1997 11:01:00 AM
From: Alejandro	Read Replies (1) \| Respond to of 270

Winstars ship did not come in yet for my investment in it. It may have come in for someone picking up some fast cash by trading. A wise investor, familiar with WCII and with long term objectives, would never run for the hills yet. The potential for Teligent is significant but it is way out there. I can see getting into Teligent way later. Those who buy now from the holders of the IPO shares can expect a real rocky couple years. I wouldn't be surprised to see it at half it's IPO price. On your question of WCII going from 10 to 30 since May ? WCII is in business and selling. Revenues are up and conditions for revs to jump significantly qtr to qtr are producing. Also, we see the flating of losses. The move to positive earnings has started. On the other hand, Teligents losses haven't even started. If you are a holder of Teligent, hang in there. If you are thinking about getting it, wait for the certain retreat. In either case, good luck. If you visit our thread, you may get a better understanding of what Steve B, Paul F and I are telling you. ac