Winstar Comm. (WCII) Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: SteveG who wrote (4369)	3/9/1998 8:10:00 AM
From: James Fink	of 12468

<<But the CLINCHER is, that even if that DOES happen sooner, the value of WCII to ANY IXC goes WAY up as a result.>> <<Moreover, the value of WCII's fat pipes makes them then all the more compelling for ANY RBOC. In short, this would be a very GOOD thing for WCII.>> What? Huh? This double-talk is hilarious. Let me get this straight. RBOCs developing a high-speed data network that is unbundled and priced at TELRIC is good news for WCII? That is an insane interpretation only a knee-jerk bull could make. The value of WCII goes WAY down to any IXC if the IXCs can buy UNE's from RBOCs at TELRIC. Why buy WCII's technically suspect network (which has LOS and reliability problems) when you can get an error free fiber optic pipe with no off-net OSS problems? The customers I have spoken with do not like WCII's off-again, on-again reliability and are becoming sceptical that wireless -- with all of its atmospheric problems -- is the way to go. Wire-based solutions are the only way to get error-free transmission and reliability. SteveG -- go ahead and keep thinking that the resurgence of the RBOCs is good for WCII. Your and WCII's complacency will help us pass you by.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next