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

To: TheSlowLane who wrote (3079)	12/9/1997 11:51:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

(from the tape) <A> WinStar Chairman -2: Wireless Licenses Have Special Function By Brian Steinberg NEW YORK (Dow Jones)--The management of WinStar Communications Inc. (WCII) has no interest in selling the company, Chairman William Rouhana said. Persistent market rumors have WinStar being scooped up by a larger telecommunications company, particularly AT&T Corp. (T). Speaking at a New York forum sponsored by the Association For Local Telecommunications Services, Rouhana said WinStar executives are "absolutely not interested in selling our company. We do not think that is the way to maximize the company for shareholders." He called the company's wireless licenses "a national treasure" and said they had to be developed carefully. WinStar is an alternative phone service provider that transmits calls via microwave frequencies. Smaller phone providers have received much attention since WorldCom Inc. (WCOM) purchased Brooks Fiber Properties Inc. (BFPT), a smaller competitor. Industry observers point to that deal as one sign that the telecommunications industry faces a wave of consolidation. As part of this dynamic, they say, larger phone companies - such as AT&T or the Baby Bells - will seek to scoop up smaller phone companies in an effort to provide integrated service. Shares of Teleport Communications Group Inc. (TCGI), for instance, rose Monday on speculation that some parties viewed the company as an acquisition target. But Rouhana said WinStar was more interested in developing its wireless licenses in the 38 Ghz frequency than in being bought out. While he said the company has talked to almost every major long-distance company and Baby Bell, WinStar did not see selling itself as the best way to make use of its licenses. Instead, Rouhana said the company sought a "forward, ongoing contract" with one of the full industry's larger entities. While he did not rule out a potential sale in the future, Rouhana said the move would be considered only if it maximized shareholder value. Still, consolidation will definitely take place in the industry, according to Daniel Reingold, a Merrill Lynch & Co. telecommunications analyst who also spoke at the forum. Eventually, Reingold said, the industry "will end up with a couple of players" - though "there will always be niche players percolating up."

To: TheSlowLane who wrote (3079)	12/9/1997 11:55:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

<A> Alexander Resources Expects AT&T Wireless To Spur Wireless Office Market DALLAS--As reported in the Wall Street Journal today(1), AT&T Wireless, faced with increased competition and the need to boost wireless sales to companies is aggressively promoting its "wireless office" product for corporate campuses. It is also shifting 20% of its workforce into its business services division. Alexander Resources, has long predicted the necessity for wireless carriers like AT&T Wireless to focus on enterprise wireless communications. Jerry Kaufman, President of Alexander Resources, stated: "With 9.7 million business users accounting for 34% of all Cellular subscribers and 63% of all Cellular revenue, not meeting their needs for on and off premises wireless communications can have serious long term consequences for any Cellular or PCS carrier." Kaufman went on to say that "AT&T Wireless' focus on the enterprise wireless communications market will help generate greater awareness of enterprise wireless communications solutions and greater acceptance among all business organizations". Looking forward, Alexander believes that enterprise wireless communications (wireless office, in-building cellular, wireless PBX and wireless Centrex) will be critical to every Cellular and PCS carrier for the following reasons: - Enterprise wireless communications (EWC) is a prerequisite to future one phone number and one phone capabilities in any network. - Lack of EWC functionality will force wireless carriers to compete primarily on price for business customers. - EWC solutions will help wireless carriers retain existing high revenue and high profit business subscribers and attract them from competitors. - Without EWC systems and services, PCS and Cellular carriers will be vulnerable to losing key business subscribers to competitors offering it. Long predicted by Alexander Resources as the next major opportunity in wireless communications, and the precursor to next generation wireless networks and services, the market for EWC is expected to generate $1.4 billion in sales in the U.S. by 2002. Alexander Resources, based in Dallas, Texas, is an internationally recognized consultancy focused on next generation wireless communications systems and services. Since 1989, its consulting services, market research reports, seminars and conferences have served as the Source For Success to over 200 vendors and users of wireless communications systems and services. Alexander Resources can be reached on the World Wide Web at: AlexanderResources.com . (1) "AT&T Wireless Expects Slower Growth As Its Shifts Its Focus To Corporate Users", Wall Street Journal, Dec. 8, 1997