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Technology Stocks : Winstar Comm. (WCII)

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To: gruetz who wrote (12167)9/27/2000 1:56:55 PM
From: MangoBoy  Read Replies (1) of 12468
 
<< Is BBFW a technology with a great future for those who own the spectrum and can execute? >>

IMO, the answer is "yes" for those pursuing a data-only strategy and "no" for those trying to offer voice services. The cost of building both voice and IP infrastructures, in the face of declining prices for voice services, is unsupportable... it's a game only the big boys (ICXs, ILECs, XOXO) can afford to play.
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