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

To: wrm1 who wrote (5659)	5/2/1998 9:18:00 AM
From: Edward Murphy	Read Replies (1) \| Respond to of 12468

To all, Very positive interview with Bill Rouhana in Monday's IBD. Should give the longs a reason to be happy. The reporter tossed up alot of softballs and Rouhana managed to hit them all. Ed

To: wrm1 who wrote (5659)	5/2/1998 7:48:00 PM
From: Jason Cogan	Read Replies (3) \| Respond to of 12468

wrm1: <<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.>> I agree that many start up companies carry some debt. It's the amount of debt that troubles me, as well as the negative net equity. That said, the more I read, the more promising Winstar seems. Removing the debt would certainly make me more comfortable, but I still have certain reservations about the technology, both due to current obstacles and potential future advances in cable modem, wireline, and fiber installation. Bernard's point about Lotus is very interesting, and one which I think we would all profit from learning about. Does anyone have a rough list of corporate clients that have already signed on with Winstar for primary local access? Regards, JC