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

To: Steven Bowen who wrote (5123)	4/13/1998 3:58:00 PM
From: SteveG	Read Replies (3) \| Respond to of 12468

UPDATED - Vogel's report out. DCF target raised from $80 to $97 based on sharp reduction in technology risk. DCF goes from a 20% to an 18%. Stated that even THIS number may prove to be conservative. Gotta run, so I'll let SteveB finish details. Steve? Also, some interesting dynamics that the WCII 1995 Morgan Stanley lead 14% convertibles MAY get called if the stock trades above 40something for enough days. Steph can't get her tech calls right, so why not try to help some customers keep 14% AS WELL AS their 20 5/8 conversion? Several analysts looked at her comments (on Reuters) and also something about WCII rev/employee being lower than other CLECs. So WHAT? Buy (or cover) on dips!

To: Steven Bowen who wrote (5123)	4/13/1998 4:00:00 PM
From: silicon warrior	Respond to of 12468

Steve, I agree. Look at icix--down more than 3, when Ms. Comfort says she likes it; GST down--again, Ms. Comfort says she likes it. Icgx down , etc. Looks like this is not MS opinion bringing down the whole sector, something else. I am hoping pkwknk was right--it's just profit taking by traders after an exceptional runup in the last 12 months;