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: SteveG who wrote (7648)	8/10/1998 10:48:00 PM
From: Edward Murphy	Read Replies (2) of 12468

Hi Steve, Gotta agree that cap ex is not a factor in ebitda but the salaries paid sales force, support technical staff and administrative is. In October of last year we picked up the switches from US One including Minneapolis, Columbus and KC. We started selling clec services in Minneapolis just last week and I haven't heard anything about KC or Columbus - could the delay in implementing service be ebidta related? How much of a sales and support force has been hired in our other newer markets? If you're not out there really pushing sales or doing it with a token force, you don't need the hubs yet. Hope I'm wrong. "Their resell is at a discount to normal ILEC charges" - agreed but so is every other clec and reseller - we still need to give the sales force a hook to differentiate the company from everyone else. The high speed data, bandwidth on demand, video conferencing, speed of deployment that P-MP and on net (readily available hubs and switchs) will bring to the table should be a big plus for sales. Re: hubs - "the previous lag was not in ANY way the result of holding up intentionally for P-MP build, or any other reason." What was it a result of - or was it a reasonless delay? Its nice that they plan on having 110 to 125 hubs operating by year end - like the Merrill buy rec, I'll believe it when I see it. ARTT - "WCII thinks 7-8 channels/market does them fine" My understanding is that data requires more bandwidth than voice. Throw in video and the progression you see in demand and I start agreeing with Barlow. Reminds me of the next to last hard drive I bought (and the one before that one) that I was sure had more room than I would ever need. Ed

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next