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 : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (11958)	5/28/2000 4:53:00 PM
From: gruetz	Read Replies (1) \| Respond to of 12468

Bernard: Why and how a better business model and a stronger management? Is Ackerson really better than Rouhana/Kantor in their execution? McCaw has the reputation but what is his day to day involvement in the execution? Does Nextlink really have more to offer the customer than WCII? I know that Winstar management doesn't think so! Reputation is a funny thing, sometimes unwarranted. Teligent was always given a lot of credit for having Mandl. Executives I know from AT&T and other telecom companies have maintained for a while that he is an empty suit. The market is finally beginning to recognize this now. It took a while.

To: Bernard Levy who wrote (11958)	5/28/2000 4:59:00 PM
From: gruetz	Respond to of 12468

I think it is unfortunate that the investment community can't distinguish between those companies with sufficient funding and those that may need it before the junk market revives.