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Technology Stocks : Winstar Comm. (WCII)

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To: Gary Kline who wrote (9484)12/5/1998 10:09:00 AM
From: Steven Bowen  Read Replies (1) of 12468
 
"One hundred percent of the net access lines added during the quarter
were on-switch..."
"It seems like the mature markets that WCII is in for >1-2 years should have this statement as their goal each quarter."

Hi Gary,
I guess this is a difference between wireline and wireless CLEC's. WinStar's low on-switch numbers (only 37% last quarter) have always bothered me (especially when others are making statements such as you quoted above). Ed checked this out for me, and of course it seems WinStar puts the blame back on the ILEC. From what I understand (and trust me, that isn't much), all resold lines must go back thru the ILEC's central office. From there, to go thru WinStar's switch, the ILEC must lease WinStar a T-1. I guess the trouble must be that the T-1 isn't available??? (which doesn't make any sense to me, since it doesn't seem WinStar would put a switch somewhere that wasn't connect with fiber to every other switch or office in the city), or it's the same problem of ILEC provisioning and foot dragging???. Somebody else will understand this a lot better than I do, but it seems the problem is the line from the ILEC CO to WinStar's switch. So it looks like in many cases, lines won't go on-switch until they go on-net.

Hopefully someone else can explain this so that we all can understand.
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