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)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gary Kline who wrote (8228)9/12/1998 10:52:00 AM
From: Steven Bowen   of 12468
 
Hi Gary,
"1) Do you think gearing ratios can be applied to CLEC's as they mature?"
I'm sure they will and I'm sure they do now. I'm sure Bill knows exactly where he wants to be in terms of dept/equity, but this is stuff is much more in line with Gentleman-Boyles expertise, so I'm sure he'll comment much more intelligently than I could.

"what do you think will be BT's port of entry into the USA or are the content with the ATT deal for now."
I understand that the WinStar/BTY deal in June was a done deal until the BT CEO took it to the BT Chairman who nixed it at the last second in favor of the alliance with AT&T. If so, you'd have to believe BT understands the strategic value of WinStar, so when they're ready to further develop a presense in the US, WinStar will again be at the top of their short list. But I can't imagine that BT will be content to stop with the AT&T alliance.

Could get interesting, as I'm sure Sprint now understands WinStar's strategic value and WinStar could be a very vital part of their plans. But then, of course, could AT&T afford to let either BT or Sprint get WinStar? It would be interesting to see ahead a couple years to see how all this is going to shake out.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext