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Technology Stocks : Winstar Comm. (WCII)
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To: Steven Bowen who wrote (3426)1/14/1998 9:31:00 PM
From: TheSlowLane  Read Replies (1) of 12468
 
Since you asked...here's some STEPH that should make you feel COMFORTable (from MS Investor interview):

Your stock picks seem to favor some of the up-and-coming aggressors that are going after the more established titans of the industry.

We've had this theme in our telecom group -- whether it's wireless, land line or international -- that the incumbents in the business really face some big hurdles because of their legacy systems, their high cost structures and the fact that there are subsidies that exist in the industry. New companies are coming in that are much more nimble -- that are benefiting from new, lower-cost technology. They can also target high margin segments of the market, whereas the incumbents have this broad base of customers that they have to maintain -- if they don't protect their market share it will decline very rapidly. So we feel that the incumbents have some real issues that they have to work through over the next five years as this transition occurs, whereas new carriers don't have the legacy, either technologically or in terms of the way they are operating. We like companies like ICG Communications (ICGX) and ITC DeltaCom (ITCD). They are smaller-cap, higher-growth companies that are well-managed new entrants into a traditional business.

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Steven - please add ITCD and ICGX to the (new) tracking list since we aren't tracking ORKBF and those other slimy swamp things anymore (having whupped their PHANIE's but good).
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