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Technology Stocks : Winstar Comm. (WCII)

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To: Steven Bowen who wrote (10474)3/2/1999 1:33:00 PM
From: SteveG  Read Replies (5) of 12468
 
I've heard about ALPS and seen the output - impressive. I understand DavesM has one - any updates Dave?

I heard the TGNT CC as well, and will try to post some thoughts and analyst comments soon.

And fwiw, I keep hearing good things about the WCII call.

I am hearing some *interesting* partnerships may be forthcoming. For anyone who heard TGNT today, Mandl emphasized that securing local backhaul from hub to switch is their MAJOR hurdle. WCII has seen this as well. If you think about the top players here (of which MFNX is but one), you might get a sense for the potential synergies.

(Not meaning to start any *unfounded* rumors, I think the synergies with WCOM are becoming more pronounced)
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