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

To: TheSlowLane who wrote (3189)	12/20/1997 8:22:00 AM
From: Edward Murphy	Respond to of 12468

Paul, Earlier this week I called the company and spoke to Frank Jepson regarding the line installation numbers that the H&Q report contained. He indicated that he was comfortable with the analyst's figures. If we are starting to show that kind of line growth now with ten (counting Atlanta) switched cities what will they show in the second half of next year with more than twenty switched markets? Facility wise he was confident that the company would be providing switched services (with sales force and supporting technical teams) in twenty one markets by the end of the first quarter. In addition to the seven USOne cities, he stated they will be up and running and offering switched services in Baltimore, Houston, Philiadelphia and Phoenix. Next year is shaping up to be very interesting time for Winstar shareholders with the upcoming auctions possibly placing a value on the licenses, large revenue growth, and the possibility of an alliance of some sort with T and/or some of the other majors. Consolidation among the clecs should also bring more attention to the sector and the lack of foreign exposure should be a plus. If you believe the pundits, then wcii's revenue growth should make it stand out from the crowd. Best wishes to all for the holidays. Ed

To: TheSlowLane who wrote (3189)	12/20/1997 9:01:00 AM
From: Steven Bowen	Read Replies (2) \| Respond to of 12468

Does anybody have a good feel for how many companies there are out there that would be willing to spend the two to ten billion to get into the US local market and how many companies there out there that would help accomplish this goal? Just trying to figure out if we'll have a buyers or sellers market. Obviously T wants in. I would assume Sprint would want in, but haven't been hearing much. Think WCOM would want somebody else. How about the Baby Bells? Anybody think they'd spend the money to get into the other markets? How about the foreign Teleco's? British Telecom still looking serious at US loccal? Cable and Wireless? Anybody else big enough that would want to enter this battle? And what will happen with GTE? Buyer or buyee? And who can get them there? Obviously Teleport and WinStar would seem to be top of the list for any that would want national exposure, like a T, FON, BTY, WCOM. Intermedia and ICG? ARTT? Now Teligent. McLeod and GST, but mostly regional. Seems to be about it. Unless the T's, FON's and BT's decide to go after the Baby Bells, if that would make any sense. So what do we have, a buyers or sellers market? What happens to WinStar stock if AT&T enters a deal with Teliport, or vice versa? There's been talk of Teliport getting bought at less than current prices. Would sound like a buyers market, "sell to us at $50 or we'll buy WinStar and your stock will collapse". Or are there really 5 or 6 companies that NEED WCII or TCGI, and this will create a bidding war like for MCI once one bid is made? Just thinking and speculating on a Saturday morning with nothing else going on. Who's got this all figured out? Or willing to make some bets or guesses?