Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: MangoBoy who wrote (3785)	2/10/1998 1:16:00 AM
From: SteveG	Respond to of 12468

<..about a QWST buyout..> <A> Advanced Radio Up 7%; License Auction, Takeover Buzz Cited [asking two companies last week about this, I got the "let's not go there" response from both. This catalyzed my picking up a few thou on thurs for a trade. My guess is we may hear something this week] NEW YORK (Dow Jones)--Advanced Radio Telecom Corp. (ARTT) shares were up 6.8% on heavy volume Monday, ahead of next week's auction of spectrum licenses and amid sustained takeover speculation, one analyst said. The stock was trading recently at 11 3/4, up 3/4, on Nasdaq volume of 450,000, more than five times its daily average of 79,300. Bear Stearns & Co. analyst James Henry said the market may be expecting an impending Federal Communications Commission auction of radio spectrum licenses to assign a dollar value to existing licenses and therefore drive up the value of companies that have them. FCC officials said 138 telecommunications companies have deposited $357.9 million in upfront payments to reserve themselves a spot in the bidding. They declined to estimate the total revenue from the auction, which is set to start Feb. 18. Wall Street also sees the auction as "further validating the wisdom of a wireless local loop strategy" for telecommunications companies, Henry explained. Still, the analyst cautioned that in the longer term, those new licenses coming into the wireless telecom arena eventually could dilute the value of existing licenses like Advanced Radio's. He also said the market has been waiting with bated breath for the next big wireless acquisition, following AT&T Corp.'s (T) Jan. 8 deal to buy Advanced Radio rival Teleport Communications Group Inc. (TCGI) in an all-stock transaction valued at $11.3 billion. "There has been a significant degree of enthusiasm about wireless driven by takeover speculation," he said. Advanced Radio officials could not immediately be reached for comment.

To: MangoBoy who wrote (3785)	2/10/1998 5:47:00 AM
From: TheSlowLane	Respond to of 12468

QWST, Intermedia or Williams could be good. WinStar sells LD, but it's reselling MCI and Sprint. Getting long-haul fiber would enable them to connect up all those switches and start selling LD "on net", i.e. completely on their own network without having to resell. They are also reselling Internet (Digex) service until they can transition their Internet customers to the WinStar GoodNet network. p.s. Ric D - Another thanks for the post, they appear seldomly but are always worth reading.