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

To: gdichaz who wrote (9859)	12/29/1998 7:14:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12468

Hi Chaz: Actually, I thought we agreed on 3 stocks: LOR, QCOM and WCII. Even though I do not care too much for Bernie Schwartz's political donations and for his recent managerial performance (I seen to detect a case of someone who believes in his infallibility), I still like the company, primarily because of its perfect vertically integrated positioning (satellite manufacturing combined with an amazing array of satellite assets). I guess we will have to suffer a little bit longer, but there is not much doubt that the satellite market is set to take off. I only pray that we will avoid a T takeover-- I do not want LOR to go in the record books next to NCR.:} With respect to TERN, I would harvest my outsized profits if I were you-- at least don't confuse it with CSCO. Talking of CSCO-- I can't believe we agreed in October that it was more overvalued than LOR. What happened since-- it doubled, while LOR barely budged! Well, we can always look forward to 99. Best regards, Bernard Levy