Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: Gary Kline who wrote (690)	9/28/1999 10:56:00 PM
From: indy	Read Replies (1) \| Respond to of 1860

Gary > My Fidelity accounts changed there margin requirement > from 80% to 100% on Winstar yesterday. Yesterday, huh? Isn't it interesting how information gets drawn out over a period of time and we are the last to know? Regards Jim

To: Gary Kline who wrote (690)	9/29/1999 3:52:00 AM
From: SteveG	Respond to of 1860

<...Wouldn't a possible suitor such as WCOM want the company closer to EBIDTA positive and/or have very high margins? Possibly going after a higher proportion of on-net customers at the expense of total revenues...> Of course Bernie would want and LOVE an EPS+ accretive to earnings acquisition of a BBFW player. But the real world is what it is, with WinStar controlling a valuable scarce asset. But if not Ebbers, there are other suitors out there as well. The only "religion" WCII would adhere to is that of the dollar (ie., highest bidder) that said, you raise an interesting point which i believe to be only collateral to a potential merger. i very seriously doubt that WCII is making current operational decisions for the purpose of window dressing. it does have the acquisition-desirable effect though of generating higher quality revenue.