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

To: Jason Cogan who wrote (5450)	4/25/1998 8:40:00 PM
From: bob glass	Read Replies (1) \| Respond to of 12468

Jason, Several years ago, I heard your exact arguments, or variations thereof, and agree that there is validity to a conservative investing approach. If I had listened, I would be poorer by amounts I never dreamed I would see in my lifetime from a stock investment. There are no guarantees in life, especially not in stocks (or companies). I, like most on this thread, am not in "love" with WCII; I do very much respect Bill Rouhana's vision and capabilities. He has surrounded himself with extraordinary talent. He has created a concept out of thin air, and has executed masterfully on this concept. You can analyze a-la-Vogel or Cogan or Comfort; that will not significantly alter the implementation of WinStar's plan. They will not run out of money...Bill's too bright to let that happen. They will not dilute beyond reason...again, he's way too bright for that. So, Jason, we can argue analysis till the moon turns blue. So what. The fundamentals of this company looked great, they look even better, management has lived up to its promises every step of the way. So, either you believe in the concept and the management, as I do, or you don't. And, Jason, stock prices are also a function of "perception" and the anticipation growth and potential, not strictly ratios. You know that already, if you earn as much in investing as you claim. I am fully convinced that WCII will continue its upward trend, be profitable on schedule, and deliver shareholder value. Don't buy the stock if you feel the way you do about it. It's O.K. to raise issues, but every one you have addressed has already been addressed. So, don't try to convince me that the sky is falling. By the same token, don't try and insult me or others on this thread that our conviction in the concept and the leadership is misguided. Got any NEW, SIGNIFICANT facts (other than what you've already presented)? And what's your agenda, anyway?

To: Jason Cogan who wrote (5450)	4/25/1998 9:43:00 PM
From: Alejandro	Read Replies (1) \| Respond to of 12468

Jason: I have read your posts and it's clear that you are taking a contrarian position on WCII. That, on it's own, is healthy. We have heard similar arguments here by others and we welcome a fresh approach. In reading your posts, I have tried to determine how much you know about WCII and your interest in posting here. It was instantly obvious that you don't know what the company is doing and how it's doing it. That alone isn't bad. However, your statements never touch on the cost of starting a company and building it to a profitable position. Some of your statements and benchmarks are good if applied to an ongoing established company. WCII is not there yet. Therefore, in trying to evaluate where you were coming from, I kept an open mind realizing you obviously haven't learned enough yet about WCII. I maintained my open position on you until recently. In a recent post you said something about this being a "Go Winstar" thread or something similar. That told me that you had not read the previous posts and that you had not absorbed the info some of the guys offered you in good faith. In other words, you used information given you as a platform for your next post. If you believe WCII is a bad investment, don't buy it. But don't waste the thread with Economics 101 contrarian debates. ac