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

To: gauguin who wrote (8704)	10/15/1998 4:03:00 PM
From: Steven Bowen	Read Replies (4) \| Respond to of 12468

Well, this is pretty discouraging. Market going on 400 points up, MCLD, ICIX, ICGX, etc, all up, and good ole WinStar down. Last week felt like the old baby and bath water thing. This week they seem to be going back and picking out the babies, and telling WinStar it is the bath water. MCLD recovered from 16 to 30 ICIX recovered from 14 1/2 to 24 1/2 NXLK recovered from 10 1/2 to 17 3/4 etc, etc. And here's WinStar floundering below 14 down on a huge day. Why are we here. Can't believe Robet and Lzrd both went long this dog. What wasted dead money. Anybody think there's something else fundamentally wrong we haven't considered or heard about?

To: gauguin who wrote (8704)	10/15/1998 4:08:00 PM
From: limtex	Read Replies (1) \| Respond to of 12468

barbara - 1. Mr Grubman has analyzed the cash requirement and doesn't see a problem to getting to cash flow b/e. 2. Mr Greenspan is thank goodness actually doing things now and getting into gear. 3. Even if the Grubman analsis were wrong the question then becomes how soon before cash flow b/e did they run out of cash. Assuming Grubman is not totally and completely wrong then lets assume we ran out of cash toward the end of Q3 1999. OK at that stage we have ? customers generating ? revenue and for a relatively few $ more we get to the finishing line and in the first three at that ! OK I'll help Bill a bit more and so I guess would many on the thread and others. So if someone thinks that this is another case of more of the shorts feeding on the decaying corpse of WCII then good for them. If they want to think that way and drive the stock down to low single $ then OK I'll have some and so will many others. The point I am tryin to make somewhat longwindedly is that if potentially runnign out of cash is percived to be a problem then so be it but it will have absloutely no effect on WCII being an absolute winner for its shareholders. Its always dissapointing when the whole market goes up like a rocket and WCII languishes and tanks a little. Sure I'm dissapointed but WCII has always been a little contrary and in any event it needs more than a bull market reapppearance to make it fly. Don't forget it went down in 1996 and was quite low at the beginning of 1997 so I don't expect it to take off just becasuse AG has lowered interest rates. Use the short sighted markt to get a little more while the stock is on sale!!!!! Regards, L