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

To: TheSlowLane who wrote (5608)	4/30/1998 1:59:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

Hi Paul: I think that it is proper to challenge Jason's lack of understanding of WCII fundamentals, but if you look at a 3 year chart, WIND has been a great investment. There are all sorts of legitimate reasons which might explain why Jason would want to stay with WIND even if it treads water for a few months: a) tax reasons-- he may want to wait until the long term capital gains kick in (18 months holding period). b) he may be a long term investor. Over the long run, embedded systems will have an amazingly high rate of growth, and WIND is the clear leader in this market. In other words, just because Jason does not understand WCII does not mean that we should challenge all his other investments. In fact, I hope he will research WCII as carefully as WIND. Best regards, Bernard Levy