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: transmission who wrote (9969)	1/12/1999 9:01:00 PM
From: SteveG	Read Replies (2) of 12468

<..WMB characterized their WCII deal as still just a wholesale arrangement they will offer their end users...> yup- as I suspect you know, I asked that question... but I'm not sure what you mean by "just", as ALL of WMBs biz is wholesale - that's all they plan on doing. And I would definitely watch for their IPO in the next 90-120 days. Mandl's presentation was packed. He maintained the spectrum they had (a lot of 1 channel/80MHz and a scattering of 4-5 channels 320-400MHz) was all the spectrum they felt they would need, and they further have no plans on owning (vs leasing) backhaul. Grubman's intro point was that he sees BBFW as becoming ubiquitous in the local loop for the 720,000 US commercial buildings (out of the 750,000 total, or about 97%) Andrew Lipman (purported #1 authority on Telecom regulation) gave a very interesting and very full talk. One point is he saw continued state by state relief to equitable CLEC building/access rights that he said specifically would benefit WCII and TGNT. other quick points: - Definitely no Telecom re-write, though noise. - No overturn of 8th circuit court. - All mergers would pass FCC/DOJ (in response to DW, BEL won't pay a significant premium. VOD is bartering with inflated stock price such that a 5-10% premium offer of VOD over BEL would probably still go to BEL. Much more than that would be VOD. BEL won't chase it much) -Internet telephony WILL be subject to Universal and taxed as such. Criterion may be if both ends of call are on an ISP network, they are a carrier. Grubman thinks Lipman is the most knowledgeable guy in this space (and he purportedly charges in kind) Redstone/Viacom was impressive! Malone tonight at dinner.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next