Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kingpin who wrote (4101)	3/2/1998 9:52:00 AM
From: SteveG	Respond to of 12468

<..Perhaps the street will ignore Reagan again...> Well, Joe Noel (who hasn't really been following WCII all that closely, IMO), had put it on the H&Q focus list - which is really more of a shorter term trading list Based on it's 20% runup after earnings, and generic concerns for tech/market from Asia in Q2. Noel removed WCII from the list, but left his #1 buy rating intact. He stated he was revising his numbers upward after the earnings, but has not done so yet. He did acknowledge that in his opinion, the stock could go up or down 25% from here. AFAIK, he does NOT have a DCF model (which takes a lot of careful analysis and guestimation). Vogel remains very bullish. Reagan was expected, and it might well trade down - giving institutions further opportunity to own this stock. I'll be off and on the next 3 days - focusing on Goldman telecom conf.