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

To: limtex who wrote (8140)	9/3/1998 6:05:00 PM
From: silicon warrior	Read Replies (1) \| Respond to of 12468

Our last two "revenue growth" announcements had no effect on the stock, even though they were quite positive from the perspective of hitting targets. Instead, each announcement is headlined "Winstar's loss widens to $57million in second quarter". So, we may not get much help there. This is a niche stock for niche players. Big boys rotate into and out of telecom and clecs and we get rotated by them. Like jumping out of a plane--don't do it if you throw up when the harness finally hits, and don't be afraid or surprised if you die. I was married to this woman, and as is the story of my--and most men's life--I got burned. Not clear if it can be worked out. There is extreme reaction to every bit of bad news, no matter what god forsaken place it comes from. We have devalued american stocks by probably triple the total russian gdp, evn though actual trade and exposure was inconsequential nationnally. We run in fear when malaysia--malaysia for Christ's sakes--has market problems. We tremble, weep and lose over one percent of the entire market capitalization of american companies because some goddamn steel company in Japan went down the tube. Someone please tell me why IBM and Coke should fall because of bad management in a japanese stell company?? No one could have seen what globalization has done to our markets; it's insane. Totally irrational. So, winstar could easily go to 8, to 18, to 80 or to 180. We do need m&a activity in the industry. Not because we will actually ever get to play--we won't.ouhana will not deal. Period. But, other deals might validate a valuation on us much greter than current market cap. Realize that a 100% premium from today would only get us to about 50% of what Rouhana will even discuss, so it just aint gonna happen. Best we can hope for is rumors start again and we bail on the rumors...So much for "investing". BTW, KO starting to look attractive. Look at its long term appreciation. And i bought wcii?? Too much LSD in college.

To: limtex who wrote (8140)	9/3/1998 6:13:00 PM
From: silicon warrior	Read Replies (1) \| Respond to of 12468

BTW: What happens if all those smart ass smarmy little hedge fund IBs come back all tan and relaxed, cause they got into cash in july, and decide the worlsd is getting worse befor better?? We could see 6000-6500 before the end of next week. The nas could be 1ooo by next friday, depending on what mood they're in. Historically, sept and oct are the worst months. If that happens, oct is worse than august. We see 5000. All margin players wioped out; we all start looking like Japanese. And then, the rich will get richer, and the poor will get poorer. God bless america. Only here can you get famous, a spread in vanity fair and 10million dollars for oral sex with a guy who you then ruin. And, BTW, what happens if that pedophile Ken Starr(a joke and my opinion only, p[lease don't subpoena me sir) gets his way and impeaches Clinton?? Then we see 4000. At the end of this, I'm shorting futures in the dow!!!!! And don't think allen greenspan's gonna save us with a rate cut. That self righteos and pompous know everyting hates equity investors, He thought we had made too much money at 6400, thinks we should be in money market funds. He's anothe r tool of the rich, trying to keep the rich rich and the poor from getting rich. He will gloat publicly until 4000, calmy telling congress "I am the chairman of the federal reserve and I told them so. They did not listen and they deserve to be punished. Our economy is quite robust at 3000, thank you very much, since exuberance was impermissible in my childhood". And where's safety?? All my client's diamond mines in sierra leone have been overrun by tutsi rebels???