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

To: Jason Cogan who wrote (5658)	5/2/1998 8:16:00 AM
From: wrm1	Read Replies (2) \| Respond to of 12468

Jason, seems your up late responding and thinking about WCII. If you remove what appears to be your big hurdle ( DEBT ), what's your opinion? Most start up companies have this burden, as has been pointed out many times.

To: Jason Cogan who wrote (5658)	5/2/1998 2:50:00 PM
From: Bernard Levy	Respond to of 12468

Jason: I will reply to your earlier post in mode detail later, but regarding the FCC's auction next year of the leftover LMDS licenses, these are essentially worthless. They cover rural areas with low population density, where LMDS cannot be economically deployed. These licenses will go for free-- in fact I challenge this thread to find an economically viable use for these licenses, in which case some of us might be well advised to place low-ball bids. Unfortunately, the only use I can propose is the one for which these frequencies were already in use in rural areas: point to point links for public safety purposes. I read the FCC announcement as very good news, since it means that the auction of more spectrum in the 39Ghz range will not proceed until late 99 at the earliest, and possibly 2000. By that time it will be too late for anybody to go after the business market: WCII, TGNT and a few other possible candidates (WNP and NextLink in the 28GHz band) will have acquired all roof rights that can reasonably be obtained in business buildings in major cities. Best regards, Bernard Levy