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

To: Steven Bowen who wrote (3898)	2/21/1998 9:13:00 AM
From: Edward Murphy	Respond to of 12468

Steve, The recent announcement regarding the new licenses and the auctions raised an old question I believe was discussed a long time ago. How much spectrum is enough? Improvements in equipment, ability to reuse spectrum within a market, point to multipoint - have these changed the answer recently? Has increased demand for services requiring greater bandwidth more than offset the equipment improvements? Dub's favorite CEO Alex Mandl recently said TGNT would be in ten markets by years end including Austin, Denver and Orlando. Their prospectus shows they only have 80mhz in each of these three markets. With that spectrum can they offer voice, data and video and adequately service the market, or are they looking at capacity constraints? Does Winstar have the same problem (if there is one) in the markets where we only have 100 or 200mhz? I don't have the knowledge or technical background to venture a guess. For some reason 400mhz keeps popping up in my thoughts. Would appreciate any input you , Ric D. or any others would have on this. Ed