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Technology Stocks : Winstar Comm. (WCII)
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To: Jason Cogan who wrote (5573)4/29/1998 7:37:00 AM
From: Kingpin  Read Replies (2) of 12468
 
I agree with Jason. Alternative methods of providing high bandwidth local service via technological innovation IS the greatest risk to Winstar. However, and I have stated this several times over the last 6 months, there is a 56 billion dollar market RIGHT NOW that is not being served with adequate bandwidth. Jason do you think that these thousands of companies are willing to wait for the commercial a deployment of such devices?

There is no doubt that at some point in time something bigger and better will come along. But by then I am relatively certain that WCII will have billions in Revs and thousands of buildings on net.

There are no current obstacles to obtaining new customers. In most cases there is not even competition. A large portion of there targets customers have no fiber running to their buildings. The ones that do cannot get enough bandwidth to move data and video at high speeds.

In a nutshell, I agree Jason. Therefore, I spend far more time learning about new competitors and technology than I do on Winstar itself. My conclusion:

The simple fact that is obfuscated by the all the technologial retoric is this:

There are no current obstacles to rapid revenue growth. If revs ramp up the stock price will rise. If the street feels revenue growth can grow rapidly and unchecked indefinately, the stock will explode.

Both of these scenarios are acceptable to me.
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