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Technology Stocks : Winstar Comm. (WCII)
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To: Greg Jung who wrote (10273)2/11/1999 8:09:00 AM
From: GVTucker  Read Replies (1) of 12468
 
Greg, RE:<<I am having trouble evaluating CLEC fundamentals. In particular the stock I hold, espi, is valued on a per-revenue basis at 1/5 the value of wcii. >>

ESPI operates in a much more capital intensive segment of the CLEC arena than WCII (or TGNT or ARTT, for that matter). Thus, it costs them significantly more to add incremental customers than it costs WCII; this is why fixed wireless is such an attractive segment. Hence the valuation disparity.
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