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

To: Richard Dunaven who wrote (3343)	1/9/1998 8:54:00 PM
From: SteveG	Respond to of 12468

<.upped his price target on WCII to 100 today...> Missed that. Explains the strength (along with Draper's report) in a baaad market. Thanks for the update. Guess I'll have to wait till monday now to get the report details (unless you got them?). I will try to post a synopsis of Draper's 5 pager here this weekend. <..He sited the fact that since T paid 180 mil per city for TCGI that they would easily pay 64 mil per city to get an add'l 700,000 Bldgs on net without having to pay the high construction costs which don't make it feasible...> Another interesting valuation model. Anyone know about or figure out the "gross plant" valuation approach? <..He sited WCOM as needing to do the same thing and that WCII is the last big CLEC left with National exposure to accomplish this...> I understand from a WCOM guy that it costs them $500K on average to get fiber to a building. A WCII exec I spoke with cited an average of $30K to get a building fixed wireless ready (obviously doesn't include the transmitter costs). Anyone knowledgable of the industry able to ballpark agree with either of these figures? Looks more promising every month. Regards- Steve