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

To: Steven Bowen who wrote (3722)	2/5/1998 2:55:00 PM
From: DubM	Read Replies (1) \| Respond to of 12468

OK, here I go again. "Legg Mason's Reagan wrote that large companies might wait "until commercial service becomes available in many markets" before committing to one long-term relationship with a wireless provider such as WinStar. Companies like Teligent Inc. (TGNT), BizTel, a unit of Teleport Communications Group Inc. (TCGI) and Advanced Radio Telecom Corp. (ARTT) also provide the novel wireless service but are not as far along in their business plans. " Ah, excuse me, but not as far along in their business plans? Teligent is barely getting started. I'm sure everyone has seen their news release. An excerpt: VIENNA, Va.--(BUSINESS WIRE)--Jan. 28, 1998--Teligent (NASDAQ: TGNT - news), the new competitive communications company, named the first ten cities in which it will launch full, facilities-based commercial service over its own digital wireless networks in 1998. They may launch in 10 cities this year, but how much business can they develop in those 10 cities in one year? Market caps as of close yesterday: WCII-1.224 B , TGNT-1.562 B. I have nothing against Teligent as their business model is similar to WinStars and both make sense to me. I just think that they are grossly overvalued at this point in their game plan. Of coarse, I guess it is fairly easy to hold the share price up when only 15 % of shares are in public hands. WinStar had orders for over 40,000 lines in the 4 th quarter, and installed 30,000. How long do you think it will take Teligent to get to that point? Sorry, but this continues to bug me. Regards to all, Dub