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


To: limtex who wrote (3696)2/4/1998 10:13:00 AM
From: Steven Bowen  Read Replies (2) | Respond to of 12468
 
And don't forget, 38 GHz is already widely used in Europe, so the mystery and doubt that is still in the minds of companies like AT&T probably doesn't exist in the minds of British Telecom.



To: limtex who wrote (3696)2/4/1998 10:18:00 AM
From: Alejandro  Read Replies (1) | Respond to of 12468
 
Limtex:
There are many ways to look at it. BT went after MCI. WCII is no MCI. Therefore, WCII would not fit the footprint BT wanted unless BT has changed it's approach to becoming a big player.

We have to remember that this BT thing may be nothing. After Teleport went, analysts said that WCII should be next. We'll see.

As far as waiting to be bought at a big number ? Sounds great. However, during this wait we still must pour money in for the rollouts etc. How long can we afford to wait ?

<<11. I have some advice for budding International telco would be World Class
players......please don't buy WCII just yet you could probably get it for less than
$100 a share...please wait ....be very cautious and careful and do a veryy good and
long due diligence take your time and follow your advisors advice to be cautious
.....and then pay over $200 a share early next year when you're desperate.>>

Question here is how desperate will we be next year still using borrowed money. Positive cashflow is not just around the corner yet.

ac