Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: silicon warrior who wrote (10726)	3/15/1999 11:00:00 PM
From: limtex	Read Replies (3) of 12468

SW - What is BR's plan as to when the company goes positive? I had heard that he said that this year was the defining year for the company. There have been some very positive things in the last couple of months:- Williams, the Revenue/Customer growth, certain territories maturing, great analyst recommendations. There are those of us that have become more and more frustrated by the stock price performance particularly in the face of all the recent good news. If it takes another two years then some people will have been in for four or five years. Maybe for big winners thats what it takes. Are there any other examples eg CSCO or INTC in the first years that they were publicly held? Has Bill set a date by which EDBITDA postive or not. Has anyone seen this. I had thought like you that it was supposed to be this year, by the 3rd or 4th Q. I guess all the foreign expansion has put it back. I had also thought that if the Revenue and customer growth were to continue like it is and that by the end of this year the run rate was say over $500m well then that that would be enough to perusade the Street to buy the stock, but that was when I thought it was the plan to be EBITDA positive by then. I find some comfort in the fact that there are some very learned and experienced people here who don't seem to suffer from the same sense of frustration that you and I do, SteveG, SB, Dr Levy, Ellis Rudman, DW and others. Lets hope they are right. I get the feeling that the revenues and customers are really rolling so maybe there will be a good Q earnings announcement. Do you happen to know when that is expected. I mean they usually pre-announce customers and lines and that could be in the first two weeks of April. That might help. I also think that now the market is roaring Bill could do some PR and it might be well received whereas a few weeks ago when the market was tanking I think PR by Bill would have been wasted. BTW have you had a look a the website? Check it out; be interested to hear what you think. Lets see how it does tomorrow! Best regards, L

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