Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: Teegir who wrote (917)	3/12/1997 11:02:00 PM
From: Richard Dunaven	of 12468

The # of links doesn't tell us much. You don't know if the link is for 1,4,8 or 28 T-1's so it makes it difficult to calculate revenue from a link. What the Co is doing is telling the street how many circuits they have in place which is a much better barometer for income because it eliminates the guessing of how many circuits are in use for every T-1 or DS3 deployed. You can't get a better guage than having the # of circuits. : This Co is being very open with identifying the # of cities with sales forces, the # of switches being deployed, the # of bldgs and the # of circuits on line. The analysts don't seem to have a problem figuring it out. : A lot of the CLEC's aren't giving us anywhere near this. Outside of this what do you want? Phone #'s of their customers! : Next to Teleport this is the only CLEC funded through projected EBITDA positive which willbe very important to Equity fund managers. Now that the debt deal is done we should see the Co move towards revitalizing the equity markets by informing those fund Mgrs. of the latest 3 yr plan to attack the local business. : Ric D.

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