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


To: Bernard Levy who wrote (12086)9/12/2000 8:26:46 PM
From: silicon warrior  Respond to of 12468
 
Great warriors do not drink alcohol the night before a great battle. Tomorrow is the battle of Agincourt; there is no more noble a place to die than on the fields of Agincourt--but when the query rises "How goes the Day?" Tis we who shall hear "The Day is Yours...."""

Hookah HEYYY!!! (Ph.)



To: Bernard Levy who wrote (12086)9/12/2000 8:40:37 PM
From: limtex  Read Replies (1) | Respond to of 12468
 
Bernard and SW - Come on now this isn't the end of the World. OPEC isn't going to kil its golden goose. If they push the Europeans too much Europe will beocme unstable and NO-ONE wants Europe to get unstable....remember the previous German adminstration?

I for one don't believe this is the end of markets or the end of the economic expansion. Markets get volatile and worry about earnings becuase the economy is cooling and if it does then interest rates are right now on their way down.

The telcos are going to have to spend money on infrastructure and probably at an increasing rate. Telcos are not going to be able to earn from semi monopolies charging huge amounts on a per minute basis for local and IDD charges any more. So what. They've become more efficient and require less personel and provide somwe wonderful new services. Broadband is fantastic and hasn't even got going yet.

WCII has a gr4eat business plan and is executing it quite well. Maybe could be better but so what. they will get there.

I happen to think we are in a hiatus till next year when many of the new services will become visible to the market and consumers.

Telecom is not finished or indeed ex-growth. Ther is no over capacity of bandwidth. Networks are going to be expanded and the new services will eat up the capacity and more. A year from now and two years from now there will still be a shortage.

Television and satellite will get hurt since they are going tohave to compete with lets say ...us here on the WCII thread who could just as easily make some programms of interest to some people. Mad you say....well when I've got a full 2Mgbt broadband connection I can have TV on my computer so what do I need a regular TV for?

Who knows maybe WCII will be in the TV business soon.

Needs more bandwidth and more speed and more JDSU, NT, JNPR, CSCO, INTC, MSFT etc etc.

THe market is whacking the CLECS...welll we haven't seen earning for this qtr yet so whats all the fuss. My guess is a lack of buyers and a few analysts panicking the market and the professionals as usual picking up a bunch of cheap stock.

So the market is going to tank 100pts a day for a week or so. Its done it before this year and last year and the year before. No-one is very surprised when it goes up a hundred or so points a day.

I refuse to believe that this is the end of the market for a few years in the presence of a technological and economic revolution that is throwing off so much benefit.

IMHO WCII is going to make it. Sad that its down so much but it is still taking on customer and building the network and doing a good job.

Best,

L