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Technology Stocks : Winstar Comm. (WCII)

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To: Steven Bowen who wrote (10540)3/5/1999 8:38:00 AM
From: TheSlowLane  Read Replies (1) of 12468
 
I believe I heard about the 1-3 year Millenium deals from a WinStar rep. I also thought that they said the take rate on the 3-year deal was pretty high. Would be nice to have a transcript of the call, did anyone write down every word? I wouldn't be surprised to see more deals with MFNX also. I understand MFNX is building a fiber ring around Boston (along 128, where WinStar is building out add'l hub sites).

Also - I liked what Rouhana said about building-centric marketing. Something like 1,000 lobby events in Q4? That's a lot of ice cream, muffins and trinkets - but said they were extremely effective in "softening up" the building prior to a sales assault. When was the last time your RBOC brought you anything besides a headache? Anyone that thinks TGNT understands how to market more effectively than WCII (because they run flashy, double-full-page ads) doesn't understand the business. Sure...a double-barreled sawed-off shotgun makes a bigger hole than a laser-guided rifle, but you better be pretty close to your target.
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