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

To: Bernard Levy who wrote (1460)	11/9/2000 9:12:03 PM
From: TheSlowLane	Respond to of 1860

For years many of us did a lot of head-scratching trying to figure out the premium that the market gave TGNT. It just didn't make any sense. While having a Big Man at the wheel was sufficient to garner them an enviable market cap for a while, ultimately it is not enough. Execution is what matters and these guys have been very consistent at delivering the goods. If WinStar can hit the numbers of on-net buildings that they are anticipating over the next year, and there's no reason to believe they won't, then I think the real fun starts.