SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Edward Murphy who wrote (7643)8/10/1998 2:27:00 AM
From: SteveG  Read Replies (3) of 12468
 
Welcome back Ed.

<..and have sacrificed build out for ebitda...>

See my previous post.

<..they have nothing new or different to offer prospective customers
other than promises of better service and things to come..>

Their resell is at a discount to normal ILEC charges.

<..then the market will give them additional value for data revenues and P-MP..>

IOW, then you pay up.

<..until then its hot air..>

Or buying opp.

<..long term this company is a winner..>

Next year.

<..If data does become as big as forecast would this mean we need more bandwidth and an ARTT acquisition makes even more sense?..>

The Barlow maxim "you can never be too rich or have too much bandwidth" notwithstanding, WCII thinks 7-8 channels/ market does them fine. ARTT's attraction seems to be more what they offer in Europe and in adding breadth of domestic tertiary markets, than what they would add to WCII's MSA BW.

Be sure to pass on any notable TGNT one-liners.

Steve

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News