Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: gruetz who wrote (11939)	5/23/2000 1:49:00 AM
From: Bernard Levy	Read Replies (2) of 12468

Hi gruetz: The problem with ARTT is that it spent a lot of money for the 39Ghz auction. Its roll out is proceeding at a very slow pace. This company has always been a semi virtual company constituted primarily of a wireless licenses portfolio. I am not sure how valuable these licenses are (the market has a way of turning on a dime from the excesses of the PCS auction in 96, the bust of the LMDS auction in 98, and again the wild excesses of the 3G auction in Britain). If the fixed wireless companies find it harder to borrow, licenses will appear less valuable, and ARTT's portfolio will be marked down. This is when Qwest would come in (I do not think that bankruptcy is in the cards). RE. the small company credit, this probably concerns only the 39Ghz licenses. Refunding Uncle Sam did not stop NXLK from buying WNP. Best regards, Bernard Levy

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