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

To: Kingpin who wrote (3901)	2/22/1998 12:25:00 AM
From: Patrick O'Connor	Read Replies (2) \| Respond to of 12468

Kingpin, Sorry for my poor sentence structure(although I don't know if you will find the word jeez in a dictionary). The point I was trying to make is quite simply that the time to exploit the maximum value for free licenses may have past us by. That is not to say that WCII's highest possible value has past us by but simply that the value of spectrum may decline as more becomes available. Are you worried about 1100 mghz becoming available at 28 ghz? Will you be at all worried when the 38ghz becomes available? The FCC couldn't care less about WCII. The FCC has no interest what so ever in WCII share holders getting rich. Since you all seem to think this company can do no wrong I must ask if you remember when Bill R himself claimed to have enough spectrum to service multiple major alliances in the local markets. That was 2 to 3 hundred mghz ago(in a lot of markets). If that was true then certainly 1100 mghz coming available effects the value of this company. Time to market? In my opinion this advantage is almost gone now. Six months or even a year will be insignificant in a decade. The true advantage could only have been realized if a network had been put in place before all this spectrum was coming available. A deal with a company that could have afforded to develope proprietary equipment would have put this company way ahead. Now we wait for multipoint radios to be developed to make WCII's structure efficient. When will these radios be ready? When the market for them is large enough. That will be when a lot of companies will be buying them. I don't see the future as a done deal. We got hurdles. Good luck to all. Patrick