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Technology Stocks : Winstar Comm. (WCII)

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To: GVTucker who wrote (10262)2/9/1999 2:22:00 PM
From: Steven Bowen  Read Replies (3) of 12468
 
"To be fair, though, it should be noted that a large portion of WCII's revenues come from leased lines and not from wireless. To the wireless bears (a community that I am not a member of) this has been the loudest argument--and one that hasn't been completely refuted."

Hi GV, agreed.

Problem is Mandl has more than once put WinStar down for reselling the ILEC's lines.

While at the same time overly hypeing their PMP system which was to be available from the get go. No reselling, no point to point. And now they have PMP operating in 20+ markets????

I just wonder how much of their revenue is being generated using their wireless network. I'd wager the majority is coming from the resold ILEC lines.

At least we all knew of WinStar's model from the start (from resold to on-net wireless). I don't think Teligent is being totally up front with people.

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