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

To: limtex who wrote (8713)	10/15/1998 10:32:00 PM
From: Alejandro	Read Replies (4) \| Respond to of 12468

Limtex and all: I do not understand the total loss of focus here. There is, in the thinking here, this short position animal that dictates everything. I think we are losing it. I totally disagree that there are shorts with the balls to take this from 14 to 10. Not real. It seems we have lost where WCII should be and what it is in this market. This damn stock does the opposite of what is expected. It has this history and Paul said it. We are totally losing our focus. I say 'we' meaning the thread. I am not one to use much bandwidth, but I feel I must now. What the hell could go wrong with WCII that would make our investment useless ? No 1: Technology makes wireless useless. No 2: WCII will not make a profit after it developes it's network. No 3: WCII will run out of money before developing it's network. If we can answer 'yes' to any of those three, we are in trouble. No 3 could be avoided. We are in the situation where we know what WCII can do but the market doesn't. Result ? We will be rich or lose our investment. As has been said many times, nothing has changed. How the hell can we lose ? Someone here should offer a possibility if there is one. I have often referred to running out of money. Never a comeback from anyone that it was impossible. Grubman etc said there is enough money to get to , or close to , positive earnings. By the way, I mentioned an opinion by Grubman. An opinion by Grubman and Vogel is treated as if God spoke. It has always blown my mind how the Grubmans, Vogels etc can predict what will happen. If they can reasonably do it, why can't the experts we have at WCII ? WCII has agreements all over the place. Yes, the agreements may not mean anything as far as rev's at this time, but I doubt RBOC's would want to be identified with a non-event company pushing wireless. WCII has been given financing without collateral. Later on, they received more financing with bonds. I've gone on further than I am comfortable with. Lets focus on Winstar period. Forget Greenspan, the market, the market value of TGNT, the RBOC's. Lets focus on what we see for WCII without being influenced by the Nasdaq flying today and WCII doing nothing. Would I like to know why that happened today ? Yes !! Is there someone to explain ? No. Is Winstar going to provide a needed product or not at a profit is the base question ? How could WCII receive all the financing if there was not a reasonable certainty that the investment would pay off ? Here we are worrying and we aren't lenders. On and on . ac

To: limtex who wrote (8713)	10/16/1998 12:52:00 AM
From: Hal Barnett	Respond to of 12468

Limtex and thread, Here is a table of curious values. PerCent off Oct 15 52W Oct 15 Market Symbol 52W-H Close High Volume Cap (M) USW NH 58.75 58.00 1,810,300 29,474 BLS 2% 81.19 82.75 2,103,500 79,854 BEL 3% 51.25 53.00 2,788,100 79,616 CTL 5% 50.12 52.69 390,600 4,602 AIT 5% 52.12 54.94 1,621,100 57,462 AT 6% 46.19 48.94 694,900 8,515 FON 6% 75.44 80.12 887,400 25,939 USM 7% 33.31 35.75 145,500 2,911 GTE 8% 59.25 64.38 2,003,600 57,119 SNG 8% 77.62 84.38 567,600 5,304 SBC 9% 44.56 49.12 3,658,200 81,874 T 10% 61.50 68.50 4,820,500 111,100 WCOM 14% 49.75 57.88 13,878,300 53,297 MFNX 19% 29.25 36.25 154,500 1,125 ATI 24% 49.94 65.62 1,906,800 28,657 TGNT 27% 26.00 35.38 84,800 1,367 QWST 28% 34.38 47.50 4,014,900 11,382 FRO 28% 26.56 37.12 289,400 4,555 ECI 29% 20.62 28.94 265,000 2,729 TDS 31% 34.75 50.12 105,700 2,121 LVLT 32% 29.00 42.75 336,700 8,888 MCLD 37% 30.31 48.31 361,800 1,906 ITCD 41% 15.00 25.50 287,300 769 CSN 44% 21.56 38.62 492,800 2,941 NXTL 49% 17.31 34.12 17,085,700 4,638 ALGX 54% 7.25 15.69 639,100 365 NXLK 57% 17.75 41.62 502,100 360 ESPI 62% 8.88 23.38 128,000 422 IIXC 62% 23.50 62.00 148,700 849 ICGX 63% 16.25 44.25 614,500 743 WCII 71% 13.88 48.12 1,439,900 550 GSTX 73% 4.50 16.88 241,900 162 ARTT 88% 2.12 17.75 70,400 57 USNC 97% 0.75 23.00 188,100 18 Winstar is clearly misplaced here. When the market comes around we will wish we loaded up at today's price. Regards, ...Hal