Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: gruetz who wrote (12107)	9/16/2000 1:27:48 PM
From: Bernard Levy	Read Replies (2) of 12468

Hi gruetz: Re. BBFW and the incumbents, the two companies that have a need for a BBFW strategy are WCII and FON. Unfortunately they are hurting badly right now-- the FCC erred badly in blocking their merger since RBOCs are about to go into the long distance business, which by itself will provide a phenomenal amount of competition. I am not sure the BBFW market can support 4 players. Even though I understand lots of analysts and SI posters love ARTT, this assessment baffles me. ARTT has essentially no operations after years of being in business. It is just a portfolio of licenses, but in my eyes, licenses are not worth that much. What counts is building a business and a brand name. The only way I can make sense of ARTT is if they are a front for Q set up expressly to get discounted licenses (the small business discount depends on not having significant revenue producing operations). Otherwise as a stand alone operation, in spite of its data centered strategy, it looks terribly lacking. I have severe reservations about TGNT (the BBFW CLEC of the NFL?) as well. Best regards, Bernard Levy

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