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

To: Steven Bowen who wrote (5325)	4/21/1998 12:44:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

Dear Steve: I received Vogel's report yesterday. Thanks a lot for making it available. He seems to have taken a shine for point to multipoint technology (rightly so in my opinion). Also, his discount factor of 20% on future cash flow is huge. This suggests that if WCII can avoid being acquired for a few years, it could have really a huge value 4 or 5 years from now. In the meantime, we are seeing the entire CLEC sector decline surely but steadily, taking WCII down with it. This illustrates how performance of individual stocks is affected in a huge way be sector strength or weakness. Best regards, Bernard Levy