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

To: limtex who wrote (9662)	12/17/1998 6:25:00 PM
From: Bernard Levy	Read Replies (4) \| Respond to of 12468

To the thread: What do you think this going to do to the converts? Do you think that WCII has a realistic chance of staying above $40.75 for enough time to force a conversion, or will Stephanie Comfort succeed in ruining our party once again? Thanks for your thoughts on this topic. Bernard Levy

To: limtex who wrote (9662)	12/17/1998 6:31:00 PM
From: wrm1	Read Replies (1) \| Respond to of 12468

Earlier today I was asked if I had read the announcement from TGNT regarding the planned European development. I did respond, but have been thinking about this all day. TGNT has had a better press relationship than WCII, so far. We all know about the reporting mentioning TGNT as the leader of the CLEC group, the only one with PMP, and the fastest most complete build out to date. For the announcement to come about their planned European development one day before this meeting makes me wonder about their information source. Regarding todays close: Someone will have to put a dollar on what this deal means with all the unknown considerations. EBIDTA timetable, European build out, the new fiber deal, possible considerations as a big dollar buyout ( reference Bill R.'s statement, we are now essentially an MCI ). Tomorrows opening will be late, brisk, and hopefully an AMAZON.COM. I might hold forever or sell close to the open and treat this like an IPO (buy back after a drop from AMAZON type highs.