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Technology Stocks : WCOM -- Ignore unavailable to you. Want to Upgrade?

To: Harry Ehrlich who wrote (2791)	7/3/1998 12:01:00 AM
From: Mazman	Respond to of 11568

Harry and all, Nice chart on Cisco thread ranks WCOM in top 2 among analyst recommendations: Message 5090585 Regards, mazman

To: Harry Ehrlich who wrote (2791)	7/3/1998 3:27:00 PM
From: dougjn	Respond to of 11568

You will get 1.2439 Wcom shares per Mcic share. I bought Mcic more than 50% ago based upon a then much fatter premium on conversion. As well as lots of downside protection if Wcom traded below $41 just prior to conversion. Won't go into that now. The Mcic discount is now only 2.5%. Pretty thin now. Was in the 15% area several months ago. Doug

To: Harry Ehrlich who wrote (2791)	7/3/1998 5:24:00 PM
From: SDR-SI	Read Replies (1) \| Respond to of 11568

Harry: Sorry I did not answer earlier, but at work today I never got a chance to look at SI or anything else. Doug indicated what the deal is. If you are not playing for arbitrage and are looking to add to a medium-long term position, it doesn't really make much difference whether you buy MCIC or WCOM. MCI should pretty much follow WCOM and as the deal gets totally solid, eat up the 2.5% discount. But, if you really want to own more WCOM and you don't want to be bothered with even the ever-decreasing risk of the MCIC deal blowing up, I'd just buy more WCOM. Have good Fourth. Steve

To: Harry Ehrlich who wrote (2791)	7/7/1998 1:05:00 PM
From: Jake0302	Read Replies (1) \| Respond to of 11568

I have seen some recommendations from other SI threads to buy WCOM calls. I am thinking about December 55 Call, or something in that ballpark. Any thoughts on this? Seems like every internet stock is taking off, like rockets in a 4th of July display, as a fire randomly sets off fuses - yesterday egghead, lycos, etc. Meanwhile WCOM just sits there, but they own UUNET, right? Which is core architecture for the Net? And they are going after the business market, which is huge, right? So what is the deal? Are only Internet content/ portal stocks taking off?