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

To: Steven Bowen who wrote (2672)	10/30/1997 2:53:00 PM
From: Alejandro	Respond to of 12468

That deal from T could be the first of many similiar. WCII could be on the list for other geographical areas. I know there's the conference call today. For some reason, I had Nov 12 for earnings ?? ac

To: Steven Bowen who wrote (2672)	10/30/1997 2:53:00 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 12468

I read that deal with MacLeod as a positive. It was an indication that AT&T is getting a clue as to how to get into the local markets. They need to sign deals with facilities-based CLEC's. MacLeod is in lower-tier locations, whereas WinStar is in the first-tier locations (not actively in all of them yet, but has licensing for top 50). Now that AT&T is getting new management, it isn't inconceivable that negotiations with WinStar could get restarted. I can't imagine that people are driving the price up right in advance of earning unless they already know what the numbers are. Given the state of the market right now, though, I guess anything is possible.