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

To: William Cooper who wrote (2322)	4/4/1998 10:35:00 AM
From: Anthony Wong	Respond to of 11568

Excerpt from "Dialing Up Dollars", Barrons April 6: The European economic scenario also buoyed telecommunications funds such as Montgomery Global Communications, which climbed 38.7%. Portfolio manager Oscar Castro says his worst performer, Portugal Telecom, jumped 24%. And what was his best performer? Global Telesystems, which represents 11.6% of the portfolio. The fund bought GTS for $5 a share through a private placement 3 1/2 years ago. The shares went public in February and recently were trading north of 40. GTS is a participant in projects in Russia and Eastern Europe and is developing a pan-European communications network with the Continent's railways. Castro also owns U.K.-based Colt, up about 120%, and has a large position in U.S.-headquartered WorldCom, up 44%. He predicts economic activity in the Old World is accelerating, which is lovely news for those multinationals, like WorldCom, that already have a beachhead there.

To: William Cooper who wrote (2322)	4/4/1998 1:08:00 PM
From: Larry V	Respond to of 11568

I read the BW article, then called a telepsychic. She told me WCOM was poised to exploit the upcoming IP telephony explosion. Beware of the recent "brain drain" caused by mass exodus of WCOM employees to LVLT. Don't forget to look at those companies that will SURELY benefit from telecom growth, ie equipment providers like LU and NT. Keep a small shrine at home, replete with photos of Bernie, candles burning to illuminate glass fibers, and the latest WCOM quarterly report. Finally she told me that I was the father of a red headed step child (which is true) and too avoid liaisons with tall blond AT&T saleswomen met at Chinese restaurants.