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

To: DreamWeaver who wrote (5340)	4/21/1998 1:36:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

<off topic> Hi DreamWeaver: I went very big for LOR for the reason you suggest (it is easier to upgrade gateways if they are located on earth). However, I suspect that ultimately MOT/IRIDF will do also quite well (the Celestri broadband data system developed by MOT may in fact be superior to the Skybridge system of ALA, LOR's partner). I do not know very well how to take STII. Up to this point it provided the wireless networking expertise in the HP/STII combination. However, I do not think LU would be in as much of a need for wireless networking/ATM exertise, since they have formidable in-house expertise in this area. I would watch very carefully what L. Kopp is doing, since he was holding about 25% of STII's stock. I like very much his investment style (a mix of value and growth, with a focus on small cap technology companies). If he sells, I would advise selling, independently of what Bob Brinker may be saying. Note however that L. Kopp is fast on his feet. He often sells and buys back on retracements (He has a big holding in one company, LARS, in which I have a small position, and I have been impressed by his trading acumen). Best regards, Bernard Levy