SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Winstar Comm. (WCII)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Richard McMorrow who wrote (12253)11/16/2000 6:25:51 PM
From: Bernard Levy  Read Replies (1) of 12468
 
You should think of CLECs as a moose herd too large
to be sustained by its environment. It needs to be
thinned in order to allow the stronger animals to survive.
The end game is becoming clearer and clearer by the day:
the survivors will include all or a subset of: MCLD,
XOXO, ALGX, WCII and TWTC. The weak sisters appear to be
ESPI, ELIX, CLEC, ARTT, TGNT, and PACW. Of these
ARTT has a lot of spectrum and an interesting strategy,
but its ``last mover strategy'' (terminology coined by
MangoBoy) may be too little to late. Too bad, since
its spectrum holdings are impressive.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News