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 (8260)	9/16/1998 9:08:00 PM
From: Gary Kline	Read Replies (1) of 12468

Gentleman-Boyle, I appreciate your input, very detailed and insightful. I have started following the Yahoo thread as well. Please continue your contributions with same level of depth; you are teaching me along with others a great deal about some of the complexities of M&A and financial analysis. I agree with your thoughts about the GTE-BEL and the Ameritech deals possibly being in trouble. The FCC Chairman William Kennard warned that the telecommunications marketplace is "just a merger away from undue concentration." I am not sure whether WCII shareholders would not do better with a couple of large Bell companies to compete against nationally. Those executives may spend energies merging large geographical territories without implementing effective strategies against the CLEC's; hence, a larger market share for WCII. I would like to thank Steve G for his contributions and always look forward to his continual updates of analysts comments regarding WCII (more credible sources than some of the opinions expressed here on SI and Yahoo). Do the numbers projected on revenues and EBIDTA at the NBMO presentation on 9/14/98 include revenue from data? Additionally year to year growth projections over the next five years is: 252%, 170%, 66%,45%, 34%. All this with expected widening margins/higher percentage of customers on net. Steve or G-B do you know once WCII is a fully deployed network in the top 50 markets what the gross margins are expected to be? Aside: Jason I would not wait too long, nobody ever got rich in cash (just kidding). Prediction: by the time WCII is EBIDTA positive you will be able to buy half the shares you could today. Regards, Gary

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next