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: Jason Cogan who wrote (5607)	4/30/1998 1:46:00 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 12468

"What's not to like?" Sorry if I hurt your feelings! I haven't had time to look into NSCP and Ascend, perhaps your timing was right on those. I don't try to time the market myself. Perhaps WIND was a good investment at one time. My point was that over the recent past (100 days), WinStar would have been a much better investment. I think the chart was fairly clear on that. My agenda, like everyone else's here, is to make mo' money. However, you and Jim are at odds with everyone else here on how we hope to accomplish that with this issue. If you win, the rest of us lose. If we win, you lose. I guess my biggest problem with your position is that I feel that you are almost dismissing out of hand the accomplishments that have been achieved to date, and I think you are seriously underestimating the management of this company. Cheers!

To: Jason Cogan who wrote (5607)	4/30/1998 2:36:00 PM
From: NoMoreRBOC	Read Replies (2) \| Respond to of 12468

Jason: I have enjoyed reading your posts which generally question the soundness of WCII as an investment and WinStar's ability to execute its business plan. Bearish posters force the bulls such as me to reevaluate our beliefs and look ever more closely at the parameters we originally used when deciding to invest in the first place. A couple of questions though. You continually harp on WinStar's debt and lack of earnings. I will not attempt to say that they are positives. I must, however, ask you how you would build a telecom company ground up without incurring large debt, or, alternatively, if you can point us to an example of any telecom company that did not incur significant debt during the initial buildout phase. I am of course, looking for examples of telecom companies that were started in competitive environments (not an AT&T). If you can't do that, can you point us to any other companies in any other infrastructure-intensive industries which were required to undertake massive buildouts of infrastructre and did so without incurring significant debt. I am long on WCII. What is your position. Are you an actual short or are you simply trying to save we bulls from ourselves. Also, I was intrigued by your recommendation of WIND. I went to the SI posts for that and notice that, at least recently, your enthusiasm for posting here on the WCII board is not matched by your desire to post on the WIND board. Where can I read some of your posts regarding WIND? Thanks.