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

To: Bernard Levy who wrote (12105)	9/16/2000 10:38:25 AM
From: gruetz	Read Replies (1) \| Respond to of 12468

Hi Bernard: It seems to me that there may be an overabundance of fiber clecs and dsl clecs, and a shakeout there is inevitable. However, I don't see that being the case for BBFW clecs. The BBFW clecs have a huge market of office buildings where fiber and copper/dsl is not a viable alternative. There are barriers to entry (ie. licenses) and the BBFW competition seems to be a fair amount behind Winstar on deployment (nxlk, tgnt, abiz). There are no barriers to entry for fiber. I would very much appreciate your thoughts on this and will ask again if you see BBFW as a strategic imperative for the incumbents. I believe the analysts and the market should be differentiating between the various types of clecs. Of course, I am biased.

To: Bernard Levy who wrote (12105)	9/17/2000 4:46:33 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 12468

"...CLEC investing requires a phenomenally thick skin." Or skull. Perhaps both.