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Technology Stocks : Winstar Comm. (WCII)

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To: SteveG who wrote (7957)8/28/1998 8:18:00 AM
From: Edward Murphy  Read Replies (2) of 12468
 
Steve,

It's certainly nice to see the company placing more emphasis on infrastructure and building more hubs which will translate into more on net customers, higher margins, faster provisioning of lines, etc. down the road . What excites me is that the hubs in place and being built will also support (with an upgrade costing about 50K) P-MP as well as P-P. This should facilitate and accelerate the deployment of P-MP when the equipment becomes widely available next year. IMO, the fact that we will not have to spend $, time and effort to duplicate the hubs we have already have in place, plus the fact that a major portion of our present infrastructure will not be obsolete in six months is a very major plus.

Ed
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