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Technology Stocks : Winstar Comm. (WCII)
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To: silicon warrior who wrote (9387)11/21/1998 6:57:00 PM
From: Bernard Levy  Read Replies (3) of 12468
 
SW and the thread:

Apparently the IXCs (and may be even some ILECS) are getting
really interested in broadband wireless:

multichannel.com

Note also that, as was pointed out a few weeks
ago by Gentleman-Boyle on the Yahoo thread, a
slowing economy will probably be more an opportunity
than a setback for Winstar. Because of their ''utility-like''
status, RBOCs would probably cut capital expenditures for DSL
roll-out in order to preserve their dividend. This would
just widen the opportunity for the subset of CLECS which
have strong financial resources, such as Winstar and perhaps
even TGNT.

Have a good week-end,

Bernard Levy
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