SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bernard Levy who wrote (5520)4/27/1998 5:55:00 PM
From: Harley Scott  Read Replies (2) of 12468
 
ARTT doesn't compete with WCII in the main CLEC business. They are pure wholesale (which WCII seems to have de-emphasized in the last year). Obviously, WCII management believes there is no such thing as too much 38GHz spectrum. I'd be interested to hear from those who understand the technology better (Ric D.?) what the reasoning is. i.e., what is the marginal value of owning more slices of the same spectrum in one city? There's the obvious -- it's a barrier to competitors using the same technology -- but what are the other advantages? Is a slice of spectrum worth more to somebody who already has some of the same spectrum, or less?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News