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

To: MangoBoy who wrote (3776)	2/9/1998 11:02:00 PM
From: Richard Dunaven	Read Replies (4) \| Respond to of 12468

To all, Most of you know who I am and my background re WCII. RE WCII, I helped pioneer the original P* board before AOL and SI formed. Here is my take on the present value re the LMDS (28 Ghz.) auction. A) The initial estimate is that the 493 cities will bring in close to 4 Bil. B) If CLEC is the purpose of purchase then most will go for the top 50 which represents 80% of the 90 Bil in business volume for the local market C) WCII already owns 5-800 Mhz of the 38 Ghz spectrum in each of these cities. This is more than enough to provide local service on a mass scale and compete with TGNT or any of the new entrants considering there head start in this field. D) Let's say that the 28 Ghz licenses go for 4 bil as projected. Since 80% of the business Volume in CLEC is done in the top 50 markets lets say they are worth 75% or 3 bil. Lets add 500 mil for existing operations, PP&E, sales force etc. so now we have a 3.5 bil Co. E) If all employee options were excersized then the value of this CO would be well above the 65 / share mark. Pros and Cons of 38 vs 24/28 Ghz. 38 Ghz requires no FCC application for reuse of the spectrum. Which means that they can place transmitters within 3' of each other and provide the capicity that is required. No other wireless user can claim this. This is very important in the Big cities due to bldg location. 24 and 28 Ghz require FCC approval to do this which will limit there deployment capabilities in the inner city due to interferance problems. They have a shotgun spectrum unlike 38 Ghz's spectrum which is like a laser beam. Thiis will give the edge to 38 Ghz for CLEC capability in the inner cities which is where the bulk of business volume is done. On the otherside of the coin this will give TGNT and any other participant a better chance at the residential market for those revenues. Wireless is the wave of the future as many on this board percieved many years ago. Let's not forget the differences in how the spectrums work. Technology is changing this on a daily basis so you must stay tuned to these changes to compete which is what I like about WCII mgt. Just my opinion as always! Ric D. PS. My degree is in Mech Eng not english or spelling so those of you who don't know me yet, deal with it. I think you know what I mean.

To: MangoBoy who wrote (3776)	2/9/1998 11:20:00 PM
From: Satalink	Respond to of 12468

Thanks, for the group. I think MCLD and RCNC both offer long distance service which places them into two groups. Which might be why they rose today when the others fell. As for ARTT, ? don't know. What a move on RCNC though, 9.25% in one day. I'll keep an eye on it for some profit taking in the very near future. Quick short very possible.