Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: wrm1 who wrote (9988)	1/14/1999 4:32:00 PM
From: SteveG	Read Replies (6) of 12468

Just got back- checking out. WCII presentation well attended and seemingly well received. The conference was notable in its focus on HBW, especially in the local loop. All the RBOC's highlighted this as their major strategic focus. BBFW as a local loop delivery venue was highlighted or at least referenced in ALL of the presentations I attended. This seemed to be a take home conference message- HBWLL. NXLK-WNP confirmed the value of the spectrum (BOW, got any equivalence #s?). BR underscored this point in his presentation with emphasis on growth of roof rights (run rates so far this year are @ 4,000/yr = ~333/mo). Access rights will additionally be gotten through equitable CLEC legal access relief now available in 4 states: CA, OH, TX, CT and being anticipated in 4 more states. ON-NET: * As of Q3 33% average in mature markets * % of On-Net orders in Millennium buildings so far: NY-93%, BOST-73% CHI- 67% DALLAS- 65% LA- 56% WMB relationship was clarified a little more with OWNERSHIP of 4 strands of 15k miles (and for 1rst 3 years - complete network mgnt of a lit VPN and network support services - with right to buy additional two dark strands for ~ $1700/mile) The cost is $7.6MM/mo for 7 years. Prior to acquisition of fiber, WCII was paying $7.8MM/mo in fiber back haul LEASING. This will lead with high demand data in foreign markets (this is where AFCI is likely coming in- GO AFCI) Foreign spectrum is in 22-40 GHz range. Bill heavily emphasized the value of their existing OSS and support infrastructure in their previous integration of acquisitions and for all future back office functions. In fact, through most of the CLEC presentations the importance of these back office systems was underscored as THE critical focus area. BTW Bernard, clarify something for me (as I was unprepared for a question I aimed at NXLK): The conservative limits of 38 GHz is a 1.5 mile radius? 28 GHz =2.5 miles? and 24 GHz = 3? In the loss of reach in higher freq's, how exactly is the equivalencies that you've previously discussed realized?

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