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

To: YxY who wrote (12106)	9/16/2000 1:08:13 PM
From: Bernard Levy	Respond to of 12468

YxY: I suggest that you should get hold of the discounted cash flow (DCF) analysis appearing in any one of the analyst reports on WCII. You are focusing on the large amount of debt Winstar has incurred or is incurring to build its network. However in later years Winstar has the potential to produce huge revenues with extremely large gross and net margins. The only issue for Winstar is to focus on moving to EBITDA positive as fast as possible at which point the DCF analyses will look a lot more credible. In other words investors need to see money at the end of the tunnel ASAP. Rouhana has grandiose dreams figuring WCII as BBFW provider for the entire universe. He should focus on NA first. Regards, Bernard Levy