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Technology Stocks : Winstar Comm. (WCII)
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To: Jason Cogan who wrote (5607)4/30/1998 2:36:00 PM
From: NoMoreRBOC  Read Replies (2) of 12468
 
Jason:

I have enjoyed reading your posts which generally question the soundness of WCII as an investment and WinStar's ability to execute its business plan. Bearish posters force the bulls such as me to reevaluate our beliefs and look ever more closely at the parameters we originally used when deciding to invest in the first place.

A couple of questions though. You continually harp on WinStar's debt and lack of earnings. I will not attempt to say that they are positives. I must, however, ask you how you would build a telecom company ground up without incurring large debt, or, alternatively, if you can point us to an example of any telecom company that did not incur significant debt during the initial buildout phase. I am of course, looking for examples of telecom companies that were started in competitive environments (not an AT&T). If you can't do that, can you point us to any other companies in any other infrastructure-intensive industries which were required to undertake massive buildouts of infrastructre and did so without incurring significant debt.

I am long on WCII. What is your position. Are you an actual short or are you simply trying to save we bulls from ourselves.

Also, I was intrigued by your recommendation of WIND. I went to the SI posts for that and notice that, at least recently, your enthusiasm for posting here on the WCII board is not matched by your desire to post on the WIND board. Where can I read some of your posts regarding WIND?

Thanks.
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