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Technology Stocks : Winstar Comm. (WCII)
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To: Hal Barnett who wrote (9500)12/7/1998 7:35:00 PM
From: Bernard Levy  Read Replies (1) of 12468
 
Hi Hal:

Thanks for your very interesting CLEC comparison.
It is not really surprising WCII should come out
in the lead, given the intrinsic deployment speed
advantage of wireless. However, the fact that ICIX came
in as a strong second is interesting, given how battered
this stock has been recently.

Also, I do not necessarily think that a regional scope
is so bad. For example GSTX's assets on the West
Coast might be highly valuable to an out of area
ILEC (one can always dream, right?) ar even a fiber baron
who would want to challenge US West of PacBell
on their own turf.

Best regards,

Nernard Levy
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