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

To: Jason Cogan who wrote (7906)	8/25/1998 6:09:00 PM
From: bob glass	Respond to of 12468

Jason, Part of what we have been seeing is a combination of the rumor-instigated jump along with the overall lousy market. When the rest of the market as a whole is in the dumpsters, it makes sense that the rumor-speculators will bail in force. On the other hand, one must wonder why all the rumor speculation. I certainly would not want to be short if there is either another rumor-induced rally or a real announcement of some kind of with respect to some kind of partnering agreement (I doubt we'll see an outright acquisition). Later, BG

To: Jason Cogan who wrote (7906)	8/25/1998 7:26:00 PM
From: silicon warrior	Read Replies (1) \| Respond to of 12468

Mr. Cogan: She is already 41.67% off her intaday high; she is fundamentally sound, with mega growth rate; she remains well capitalized vis-a vis her capex program; she is in an absolutely essential position in the telecom industry--strategically necessary for many players to have HBW last mile access. All analysts have positive views00excepting ms comfort. The most highly respected telecom guy on the street says she's trading at 1/3 her actual present value; suitors are all over her, strategic opportunities abound; she has imbedded huge value in internet business waiting to be spun off; she has huge short position, apart from the covertibles, with huge short squeeze potential; she has no actual exposure to asia, russia, etc. Everyone will continue to require low cost telecom, no matter how bad the economy gets; July was a ghreat month; expect the quarter to reflect more great growth; relative to it's principal competitor--TGNT, she is grossly undervalued. Screw TA, she's bound to bottom out, even in a lousy market. I wish you all the best with Wind river, but i'd rather ride a horse that can double in a few weeks. As time passes, she becomes more strategically necessary and more obviously capable of succeeeding alone. If she's 60 in 6 months, who cares if she's 24/27 tomorrow.