Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: SteveG who wrote (7679)	8/11/1998 8:39:00 PM
From: Bernard Levy	Read Replies (3) of 12468

Hi Steve: The number of TGNT admirers never ceases to amaze me. First George Gilder, now Danny Zito of Legg Mason (maybe he inherited his bias from Jack Reagan)! I did not read the 15 markets announcement as particularly significant, since the threshold to start commercial services in a market need not be particularly high. The point about Winstar needing to migrate its P-P operations to P-MP is valid, as well as the advantage of having only one vendor, except if the Nortel-BNI equipment turns out to be inferior, in which case TGNT would pay a hefty price. Well, it looks like Alex Mandl lives a charmed life! Best regards, Bernard Levy

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