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

To: Edward Murphy who wrote (2698)	11/2/1997 4:30:00 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 12468

I hear you about having the sales force in place. The same applies as well to the technical folks. It doesn't happen by itself and the competition for these people must be fierce and getting worse. Still, the progress is good on many fronts: licenses, lines installed, switches, pt-multipt technology, legislative, roof-right acquisition rate, on-net percentage in NYC, validation that a facilities-based approach is a necessity for CLEC success and so on. But you are right, there is still much work to be done. I heard that some of those switches may already have active customers on them too, so it's possible that they are already producing revenue for WinStar.

To: Edward Murphy who wrote (2698)	11/4/1997 4:27:00 PM
From: Harley Scott	Respond to of 12468

I think if the USOne switches had any customers that came with them then WinStar would've said so on the announcement or conference call. Pretty sure that USOne was being built as a wholesale-only "carrier's carrier." but I guess they couldn't sign that big deal with AT&T! Just goes to show how difficult the wholesale side of this business must be. Also shows how meaningful it is that WinStar has shown an ability not only to raise capital and buy switching equipment, but also to sign up and service real customers (hello, Teligent). Also, don't know what the technical differences are between serving wholesale and retail customers, but I imagine that they've got some work to do before they can just throw new business customers on those USOne switches.