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Technology Stocks : Winstar Comm. (WCII)
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To: Steven Bowen who wrote (9209)11/9/1998 3:00:00 AM
From: limtex   of 12468
 
SB and Bernard,

Yes a couple of other segements but we all remember how long the Government took to actually get the LMDS auction going and how long it was delayed. So assuming some company comes along and ignores Bernard's advice ( I wouldn't advise anyone serious to ignore Bernards advice in the wireless industry)what happens?

Lets see, auction next year possibly delayed till 2000 and then some? Then the paper work and the planning, another year and your looking at near 2001 before you can get your first customer mayvbe later.

The sisters need action now to prop up their share prices and for their managements to protect their necks from the shareholders chopping blocks.

The sisters aren't interested in stories they need earnings and revenues and they need them today (if not yesterday in the case of Deutsche Telekom). And their GSM investments are going to be under preasure too. Hopefully QCOM is going to make big inroads in some juicy markets which previously had been staked out for GSM scams and the next generation of GSM looks hopefully like it runs right across land owned by QCOM patents so thats blocked that escape route too until the courts have sorted it out.

Some of the sisters still have Government stakes and if the sisters can't con more innocent bystanders to buy their stock then the managements will face a very big and nasty chopping block. These Governments don't like to lose money in the markets, it just doesn't make them look good.

Regards,

L

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