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Technology Stocks : Winstar Comm. (WCII)

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To: Steven Bowen who wrote (7562)8/6/1998 12:18:00 PM
From: Alejandro   of 12468
 
Steve:
If your numbers and analysis are correct, maybe they can't afford to speed up the other cities. If they did, we may have had a larger loss yesterday.

In the other cities, they would be looking at the 5-15 % margin for reselling. Spending the money in NY say, gets them to the 60 to 65 % for fully on net.

Maybe it's simply using the money you have to it's best advantage.

ac
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