Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: MangoBoy who wrote (5185)	4/14/1998 4:37:00 PM
From: Bernard Levy	of 12468

Hi Mark: While we are discussing the merits and demerits of fixed wireless, I want to mention I had a really interesting discussion last week with some friends working in optical networking. They are persuaded that ultimately we will have optical fiber to the home. I do not know if they understand fully the economic costs of such a buildout (the phone and cable TV infrastructure were constructed under monopoly markets, whereas broadband access to the home will be a competitive market). However, this is a risk all broadband wireless/xDSL investors should keep in the back of their mind as they look for possible threats over the horizon. Best regards, Bernard Levy PS: I still think that broadband communications networks 10 years from now will consist of a fiber trunk and wireless for local access.

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