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

To: DubM who wrote (8117)	9/3/1998 6:30:00 AM
From: limtex	Respond to of 12468

DubM and all -- It seems to me now after a really fast course in panic forcing a renewed course in stock reviewing as follows: The whole market mass panic or the opposite can drag the vast mass of prices up or down quite quickly. Shortly after that a realistic appraisal of the chances ofr each stock occurs. In any bull or bear markert there are a relatively small number of stock of companies that are going through unusually large improvements or deteriorations to their businesses. These prices of these stock start to react to the fundamentals and get detached from the mass movements up or down, the market "Swell" if you like. Now in our case there is no question but that WCII is one of those companies that is going through a type of growth that is unusual. Yes it has happened for many companies over the past but growth like this is unusual. WCII is even more unusual in that we all, at least here, know the company is going to grow at this unusual rate. My guess os that it is not the majority of cases that where this growht takes place in a company that everyone knows about it in advance. Yes there are such cases but in this case it has been planned for some years and we are now just in the very early take off stage and yet we can still see it and feel it. I suppose we will have to get used to more volatility over the weeks ahead but as we get further away from Awful August and nearer to the next earnings release so I think we can expect the devlopments that we here all know of to percolate out into the market generally and the strength of this growth highlights WCII and differnetiates it form the broad mass of other stocks. And of course into next year this effect will magnify and the dat of positive cash flow will become tangibly nearer. I think I have learned in the last days the meaning of patience in investment. I am going to save this post and put it in my ECCO to be opened up one year form now!!! Reagrds to all, L