Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Yacht Trash who wrote (2890)	7/14/1998 10:41:00 PM
From: Jake0302	Respond to of 11568

Garry, Yeah, I have been doing my own DD on WCOM, and I am impressed. I saw a couple of recommendations to buy WCOM calls on SI boards (MSFT, CSCO?) a few days ago, and did buy a few consistent with my overall investing plan. I have been reading up on WCOM and MCI, and it looks like these could break out powerfully, from the shadow of merger scrutiny on both sides of the Atlantic. WCOM seems like a huge, substantial, Internet play (in contrast to some of the Internet hyped stocks like YHOO that have growing, but miniscule earnings). The 'net is for real. I work in Silicon Valley, and read tons of job-related research reports on the growth of 'net companies and revenues, etc. I can't quote all the figures, but people on the net are doubling like every hundred days (someone help me out here?). In any case, WCOM, according to stocks.wired.com is focused on business sales. That is perfect, as I see it. PC sales in the early to mid 90s skyrocketed when every business had to have a Pentium in everyone's hands, right? Well, we are in a similar situation with respect to the 'net now. Every business, not just the ones in Silicon Valley, or the biggest ones in the country, will need 'net access, Intranets, etc. WCOM-MCI is there. Once we get US Fed approval for the merger, I also think we clear regulatory hurdles as far as what WCOM can publically announce; at least that is my sense, if the rule is similar to the IPO rules. Ah well, back to work.