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

To: silicon warrior who wrote (7593)	8/6/1998 9:14:00 PM
From: Bob A Louie	Read Replies (1) \| Respond to of 12468

Winstar/Bowne - LanSystems -2: Subject To FTC Approval NEW YORK (Dow Jones)--Winstar Communications Inc. (WCII) agreed to buy LanSystems, a data services integrator, from Bowne & Co. (BNE) for $23 million in cash. In a press release Thursday, Winstar said the deal is subject to certain conditions including Hart-Scott-Rodino approval. WinStar expects LanSystems to have a revenue run rate of $20 million to $25 million over the next 12 months and to contribute positively to the company's earnings before income, taxes, depreciation and amortization, or EBITDA. WinStar, a national local communications company, had 1997 revenues of $79.6 million. (END) DOW JONES NEWS 08-06-98 08:30 PM [I/CMT] [I/ICS] [I/ISO] [I/SVC] [I/TEL] [N/DJN] [N/DJWI] [N/LAT] [N/TNM] [N/CAC] [N/HIY] [M/IDU] [M/TEC] [P/DIG] [P/DTE] [R/NME] [R/NY] [R/US] [R/USE]

To: silicon warrior who wrote (7593)	8/6/1998 9:30:00 PM
From: DubM	Respond to of 12468

Some of you that are sounding a little negative ought to try to reconcile WinStar's position with Teligent's. Perhaps the fact that TGNT is holding up relatively well, should lend us some faith that WCII could bounce back. As you know, WinStar just reported 57.3 MILLION in revenue for the second quarter. Teligent reported 98 THOUSAND revenue for the first quarter. I presume they are counting their pennies hoping to bust 100,000 for the second quarter. (I believe they are to report on the 11 th.) YET, AS OF CLOSE TODAY, TELIGENT'S MARKET CAP IS RIGHT AT 1.3 TIMES WINSTAR'S! Yes, i know they have less float etc.,BUT THAT DON'T MAKE IT RIGHT. And it doesn't make it make any sense. I have no idea where the share price may go over the next few months. Neither does anyone else. But,IMHO, WINSTAR has positioned itself to be a great company in the next few years. If you have no faith, sell your WCII and buy TGNT-BS. And let me know so i can send you a sympathy card in a couple years. Dub PS SW, if you are in the position of having multiple 5k shares to dump, you don't need anyone's sympathy.