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

To: Steven Bowen who wrote (3658)	2/3/1998 3:18:00 PM
From: Brian Coakley	Read Replies (2) \| Respond to of 12468

Steven, I agree. I can't figure out why this Reagan fellow is so negative on WCII. They have at least a 2 year head start on anyone who/if buys a "national footprint" at the auctions and what's most frustrating about his comments is the fact that he ignores the value that will FINALLY be placed on WCII's spectrum. At $35/sh it's still possible that WCII is selling at less than the value of their licenses. If Microsoft is involved it will further validate the fixed wireless business model, and suddenly WCII will receive a "gates" premium with the single most visible and influential CEO in the world preaching to the investment community the value of the wireless approach. Remember what happened when he spent $1 billion on a cable co. I can't see any way these 28ghz auctions are a negative. Regards, Brian