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: wrm1 who wrote (5618)	4/30/1998 8:51:00 PM
From: Bernard Levy	Read Replies (2) of 12468

Hi wrml: May be I feel differently from others on this thread, but I hope that WCII won't be taken over any time soon. If you look at a long term horizon, WCII could have phenomenal growth prospects as the undisputed leader in broadband wireless. As the huge cash flow stream will start kicking around 2001--2002, I expect that the residential market will take off. The LMDS license winners may flounder around and go under before that time, in which case WCII would be extremely well positioned. Note also that massive ADSL deployment keeps getting pushed further in the future, and it is unrealistic to think that the cable infrastructure will be ugraded to allow the wide availability of cable modem services. This means that several years down the road there may be a huge opportunity in broadband wireless for the home. Only WCII would have the cash flow to take advantage of this strategic opportunity. The bottomline: WCII has probably even more long term potential than MCI and Sprint had in the 80s. I hope that it gets to seize this potential as an independent identity, not as a division of good old Ma Bell or BT.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next