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

To: James Fink who wrote (5676)	5/3/1998 12:38:00 PM
From: silicon warrior	Read Replies (1) \| Respond to of 12468

James: just so everyone is clear: Jack Grubman is the most respected analyst in telecom. He and his colleagues all have wcii target prices of 60-80+ dollars, based on reasoned DCF analyses. Their deal-premium targets are higher. Vector vest, quest, or whatever, has no expertise whatever in telecom, and takes a particularly narrow and conservative view of value. There's no question but that Grubman, et al. know more about winstar and the industry than Vectovest. Indeed, vector vest/quest "follows" everyone--so much for expertise. So, if you wish to be safe and conservative, no doubt--follow the boys of vector bobkus. If you want to try to make money--which involves some risk--buy wcii.