SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?


To: TheSlowLane who wrote (10155)1/25/1999 4:38:00 PM
From: silicon warrior  Read Replies (2) | Respond to of 12468
 
Paul:
I'll take the rumors
I'll take the Starbucks Coffee
I'll take the 2 1/8, thank you very much.

Believe we've been helped by the SCOTUS ruling, but also by some swirling rumors.



To: TheSlowLane who wrote (10155)1/26/1999 2:37:00 AM
From: SteveG  Respond to of 12468
 
<..Thoughts anyone?..>

West coast roadshow. Don't underestimate how compelling this story is and how much new money is coming in. Also, a part of this offering is international - there are some serious foreign fund managers who will likely be coming onboard, even AHEAD of the offering.

And though many here are seriously and understandably gunshy having taken two gut-wrenching drops, it's important to understand how the backdrop is different this time.

For a number posting here, in case you missed it, this IS the year that bandwidth is hailed. Next year is the year it gets rolled out widespread big time. The wind is at our back. And once we retire the 14%, IMO we get rid of a source of a fair amount of our volatility. That WCII is under pretty steady accumulation, and will likely continue to be for the next year or two, ALSO helps.

A LOT of money still coming into the market, and if some part of SS funds are allowed to participate, expect some powerful years on the back of this NEW bull (anybody not familiar with Dent's latest - "Roaring 2000s"? Nothing those reading here don't know in general, but worth looking at for some compelling argments why we are heading much higher.)

I doubt we get any specific news until after the secondary comes in a couple weeks - then I bet we and the new shareholders get some nice treats.