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

To: silicon warrior who wrote (7536)	8/5/1998 9:30:00 PM
From: Alejandro	Respond to of 12468

SW: You have been saying that Bill R has refused offers. You have said it many times. You are like me in talking about the ARTT purchase. It has been pointed out to me that it was stock and not cash that bought the 15 % of ARTT. I have finally figured out that it is not a cash loss. OK. It was bought with paper. The investment, for now, isn't doing well. Your position on Bill is equally blinded as I was on ARTT buy. That is, there is no evidence that Bill R, and the Board, by the way, refused any offers. Unless you know for sure SW, how can you say with any degree of certainty, that WCII has refused offers. It's like the rumors of takeovers etc. Rumors. I have not seen anything that would lead me to believe the Board refused any offer. If they did, they must tell the shareholders. Well, maybe not. If an offer was so low that it was totally unacceptable, I'm not sure they would have to advise shareholders. However, the company making the offer, if it was a viable offer, has every right to tell us they made the offer and it was refused by WCII. We have not seen that. In a friendly manner, I think you are as off base on blaming Bill R as I am on the ARTT buy. I do think however, that I could give a better argument for my position on the ARTT buy than you can on Bill R refusing to be bought out. It seems to me that the new media separation was mentioned before. You say they should of done it in a good market. Maybe they are doing it in a good market. The telecom market. As opposed to 'the market'. Just some food for thought SW. I do wonder why you think Bill R controls everything. WADR ( I learned that today ) Ali

To: silicon warrior who wrote (7536)	8/5/1998 10:45:00 PM
From: TheSlowLane	Read Replies (1) \| Respond to of 12468

After listening to the call, I kind of hope that tomorrow is a brutal day because I'm seriously thinking about picking up several hundred more shares. If the depths of your despair are any indication - perhaps we are close to the bottom of this "dip". At any rate, the company continues to execute, just as they have been doing for the past two years. Remember - two years ago - no roof rights, no switches, no CLEC certifications, no interconnect agreements, no nothing but a fistful of licenses. Today is a considerably different story. I liked the fact that they said that July was by far the best month ever. Bodes well for Q3. Tell me you didn't feel better after listening to that call. Every time I listen to these guys I am re-infused with confidence. In fact, the only thing that bothered me in the slightest was that Bill R. kept referring to Metromedia Fiber Networks as Metropolitan Fiber Networks (you know, the sister company to Metromedia International Group - which by the way announced today the formation of an entity to bring WLL services to Azerbaijan. They're down 50% from their recent highs, and I'm not worried about them either.). Personally, I think Bill, Nate and the rest of the company are continuing to do an outstanding job.

To: silicon warrior who wrote (7536)	8/6/1998 7:50:00 AM
From: gabor boda	Respond to of 12468

SW, For all it's worth, I don't for a second believe that there have been any substantial offers for WCII. Bill R. is obviously no fool. If there would have been any legitimate offer, he would have jumped on it. You don't for a second think that he likes the current price any better than you do. All that talk was of the same ilk as the whole takeover nonsense was. Concerning the huge short position, if we once and for all start a permanent uptrend, it will serve us in a very positive way.