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Technology Stocks : Winstar Comm. (WCII)
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To: Steven Bowen who wrote (2684)10/31/1997 7:48:00 AM
From: TheSlowLane  Read Replies (3) of 12468
 
I feel completely vindicated after listening to that call. I would like to hear from the gentleman, I can't remember who, who was griping about the lack of progress on the switch deployment progress. Any residual concerns? This company is kicking derriere (excuse my French)! I couldn't keep myself from gleefully laughing as I listened to this call. Things have definitely been going their way, in a faster and bigger fashion than I ever expected (dreamed). One positive about this news at this time in this market...I think people will be looking for high-growth businesses that are DOMESTIC. WinStar has no international exposure. They don't worry about currency exchange rates. Even a downturn in the economy for an extended period (which I am not currently anticipating) might not impact them substantially. The growth in demand for bandwidth is not just going to evaporate. Also, if there were a downturn, people look for ways to save money and the last time I checked, WinStar's rates are highly competitive. The huge cost savings they will realize from a growing percentage of on-net customers, cheap switches, pt-mpt radios, lower roof rights costs, etc. will enable them to keep their rates competitive. I'm so happy I could cry. Go 'Star!
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