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Technology Stocks : Winstar Comm. (WCII)

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To: Bernard Levy who wrote (11958)5/28/2000 4:53:00 PM
From: gruetz  Read Replies (1) of 12468
 
Bernard: Why and how a better business model and a stronger management? Is Ackerson really better than Rouhana/Kantor in their execution? McCaw has the reputation but what is his day to day involvement in the execution? Does Nextlink really have more to offer the customer than WCII? I know that Winstar management doesn't think so!

Reputation is a funny thing, sometimes unwarranted. Teligent was always given a lot of credit for having Mandl. Executives I know from AT&T and other telecom companies have maintained for a while that he is an empty suit. The market is finally beginning to recognize this now. It took a while.
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