Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: TheSlowLane who wrote (2685)	10/31/1997 9:11:00 AM
From: Richard Dunaven	Read Replies (1) of 12468

It sounds like to me that they want to load up their network now with add'l services and LD either through an alliance deal or partnership in ld with a reseller. Since the bulk of the cost is in switches they should achieve EBITDA pos much quicker and Revs should ramp up much quicker this way. Based on the analysis with BFPT, WCII has more bldgs, same no of switches, twice the sales force size and is growing at a much faster pace. It sounds like Bill wouldn't take less than the 2.8 bil paid for BFPT. A 3 bil no is 58/ shr. I wonder how long before we get there? I personally would wait a couple years and take 150 or so. They have a great plan and have proven they can execute it. I agree it won't be long before the street picks up on this one. Congrats to all that stuck this one out. See Ya! Ric D.

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