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Technology Stocks : Winstar Comm. (WCII)
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To: Patrick O'Connor who wrote (3903)2/22/1998 11:57:00 AM
From: Kingpin  Read Replies (1) of 12468
 
The importance to Winstar now is growth, not technological advantage.

Patrick, you are forgetting that these folks that are acquiring spectrum have to start from scratch. It will take them a few years to even begin to see revenues worth reporting. In that time Winstar will be building their business rapidly. Sure the time to market lead will diminish over time. This is called competition. In technology a full year lead in time to market is an eternity. I am reassured in the fact that Winstar is signing up customers as we speak. All those new competitors you speak of are probably just now trying to figure out how all this fixed wireles stuff actually works.

No one seems to give these guys credit for anything more than owning the licences. It is all about growth in population coverage, lines installed and ultimately revenues. Who in the next year or so is going to compete at the level which slows Winstars growth? Who will have the national footprint that all the telcos covet? A couple of billion in annual revenues will clearly justify a price of at least 100 bucks. This is a 57 billion dollar market that is up for grabs.
It is a very large pie. We only need a small slice to make everyone here very happy.
Even the ever conservative Jack Reagan said last week that Winstar is adding customers at a surprisingly quick rate. He also said that they are taking market share from the incumbants. Is that included in his estimated $57 B market. I do not believe it is.

Winstar may have 3- 5 percent of the 57 B market before the real competition arrives in force. By that time Bill and the troops will be long gone and we'll all be holding a but load of World Com or AT&T stock.

Finally, I apologize if I was rude in responding to your comments. I myself am a horrible writer. I was not criticizing you writing skills. I was, however, taking issue with the doomsday statements you just kinda threw out there without any explanation.

I apologize again
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