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

To: David B. Higgs who wrote (3191)	8/12/1998 9:03:00 AM
From: Scott Wedel	Respond to of 11568

My two bits on investing are to ride your winners, get out of your losers and spread your money around so that a market bad day cannot badly hurt you. Back to WCOM: I suggest Racal as a potential takeover target. If WCOM is leasing fiber from them instead of building it themselves then Racal has got something. Also, MCI has got a decent sized engineering dept. The billing system is quite impressive and MCI has several different data nets so it's R&D is easily worth a couple billion. Six or seven billion is probably pushing it, but I'd be surprised if the outside accountants cannot be convinced of 4 or 5 billion. That cuts the goodwill costs to like $50 million per year which is much less than $175 mill.