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

To: Jason Cogan who wrote (8279)	9/17/1998 2:00:00 PM
From: gauguin	Read Replies (1) \| Respond to of 12468

Steves G & B, Ali, Pam, Paul et al, I strongly urge us all to give Mr. Just-doesn't-have-a Clue the silent treatment, in the memory of Mr. Fink. Maybe it's because things are slow now, but all of your respective insights are being usurped in your messages/responses to his. I feel cheated of your good thinking, not by the market nor WCII's temporary price set-back. Best regards, Barbara P.S. Steve G, thanks for the NBMO updates, as always much appreciated.

To: Jason Cogan who wrote (8279)	9/17/1998 4:57:00 PM
From: Steven Bowen	Respond to of 12468

Jason, FWIW; We had another fundamental trader very much like you around here alot almost one year ago right now. He sounded just like you; liked to boast, brag, thought he was better than everyone else, etc, etc. He also liked to keep pointing out WinStar's negative numbers and cutting down all owners. Thought anyone who owned it was stupid... He also liked to bet he could beat anybodies performance... He picked three companies based on fundamentals that he said would blow WinStar away long term; MASK, KLIC, and ORBKF. Just for the heck of it, here's our one year performance; (although I'm sure he's no where around to appreciate it) then now % WCII 16 1/8 24 3/16 +50 MASK 20 3/8 10 1/8 -50 KLIC 57 1/4 13 3/4 -76 ORBKF 61 31 3/8 -49 Obviously we won that battle. Of course, again much like you, once WinStar's performance started picking and was clearly beating his picks, he quit showing up here. So how about you picking up in his place. Give us three of your best picks with great fundamentals whose performance you think can beat WinStar over the next year; no trading, just buy and hold for one year. You can have three to one odds like he did. I imagine most of us will still be here in one year, barring a takeover. Let's see if you'll be here. Go ahead, go out on a limb, and give us three stocks.