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Technology Stocks : Winstar Comm. (WCII)

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To: wrm1 who wrote (5659)5/2/1998 7:48:00 PM
From: Jason Cogan  Read Replies (3) of 12468
 
wrm1:

<<If you remove what appears to be your big hurdle ( DEBT ), what's your opinion? Most start up companies have this burden, as has been pointed out many times.>>

I agree that many start up companies carry some debt. It's the amount of debt that troubles me, as well as the negative net equity.

That said, the more I read, the more promising Winstar seems. Removing the debt would certainly make me more comfortable, but I still have certain reservations about the technology, both due to current obstacles and potential future advances in cable modem, wireline, and fiber installation.

Bernard's point about Lotus is very interesting, and one which I think we would all profit from learning about. Does anyone have a rough list of corporate clients that have already signed on with Winstar for primary local access?

Regards,
JC

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