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

To: Mr. Whist who wrote (3320)	1/8/1998 11:00:00 PM
From: Patrick O'Connor	Read Replies (1) \| Respond to of 12468

So it seems to me that Brooks Fiber and TCGI sold for between 20 and 30 times revenue. To me that puts WCII in the $40 to $60 per share price range. With TCGI out of the way WCII now assumes the one and only position of being able to provide nation wide local coverage to businesses. We should be in for some good times. Now if we could only get Bill R to say something like a buyout would be a great idea again we would be on our way. Good Luck Patrick

To: Mr. Whist who wrote (3320)	1/9/1998 7:42:00 AM
From: WWS	Read Replies (1) \| Respond to of 12468

Jack, series of four articles in WSJ-online this a.m. about yesterday's deal for TCGI and about the state of competition for local and LD markets. Did you ever subscribe? To summarize the articles: (1) they liked the deal from AT&T's perspective, (2) TCGI's president/ceo is a former employee of MA Bell, now returning, (3) most of TCGI's efforts to date have focused on the big buildings (e.g., UN Bldg.) and big corporate accounts (e.g., Merrill Lynch), which MA Bell is also targeting. In view of this news (and your stats on the CLECS) you'd think that the Baby Bells might be in trouble, but not according to the WSJ article in Heard on the STreet column. They said that the RBOCs have been able to fend off significant local competition (all CLECs combined have just 2% of local business among them) by a combination of regulatory and judicial delays and protests (like the recent unbundling decision) and simply dragging their feet on implementing interconnect agreements (e.g., MidCom's demise, IMO). Bill.