Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: Alejandro who wrote (11929)	5/19/2000 12:40:00 PM
From: Bernard Levy	Read Replies (1) of 12468

Hi Alejandro: This sentence probably alludes to two risks: a) the demand for BW by customers may outstrip the capacity of fixed wireless cells, which would push them towards fiber, or b) point-to-multipoint technology (or possibly ring based fixed wireless implementations) may not be able to deliver te bandwidth on demand or quality of service features that customers would be looking for. The entire CLEC sector and non-incumbent telecom sector is being squeezed very badly by the quasi-closure of the junk bond market. I do not know why so few analysts are commenting on it, but the credit markets have essentially dried up. The issue is not whether the Fed will slow down the economy-- this is already a certainty. It is whether we are headed for a recession in late 2000/early 2001. Best regards, Bernard Levy

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