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

To: Jason Cogan who wrote (8002)	8/30/1998 10:42:00 AM
From: limtex	Read Replies (1) \| Respond to of 12468

JC - So far as WCII is concerned the last few months seem to me to have proved your assessment of the company and its management totally wrong. I don't think the market has suddenly done a due dilligence re-assessment of WCII and decided that its risky. In fact if anything such a review would show that WCII is:- (a) less risky today that it was yesterday or last week or last month for that matter six months ago. (b) of more intrinsic value because all of its rapidly growing earnings are from the United States (c) of more intrinsic value because the value of its licenses are seen to be more solidly based as the new services are seen to begin to be deployed commercially. (d) of more intrinsic value because every day there are more satisfied customers of WCII and at an increasing rate. That ought to indicate a great managment team. The stock has dropped because the market is panicing that is why much bigger and profitable companies have also dropped in price significantly. Smaller cap stock get hurt more becuase they are simply more vulnerable to changes in market sentiment. Your negative comments happen to have coincided purely by chance with a market crash of 1929 proportions. In that respect you have been lucky. I don't think any more of your analysis of WCII now than I did months ago if anything I think less of your opinion for the reasons stated. L