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

To: TheSlowLane who wrote (7564)	8/6/1998 12:12:00 PM
From: Steven Bowen	Respond to of 12468

"I would expect that the progress they are making on building out the hub sites and getting roof rights negotiated will have an impact on their on-net numbers." But why the lag compared to NY? They had to get roof rights and build hubs sites there, too. They should have had a running start in the markets following NY, where they started cold. Also seems they should be gaining experience from NY. Your second point touched on the only excuse I can think of, that is they're purposly slowing up deployment waiting on the PMP technology, although they've never indicated anything of this sort.

To: TheSlowLane who wrote (7564)	8/6/1998 1:55:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

Hi Paul and others: My 2 cents on the CC: timely P-MP deployment will be really needed for WCII to hit several of its targets in the next 18 months. The roof rights target for 99 is very challenging (doubling from 4K in late 98 to 8K in late 99). Concerning the P-MP vendor announcement 2 weeks from now, since WCII has already agreements with NT and PCMS/Siemens, the only remaining possibilities are LU or Bosch Telecom. LU may be eager to score some successes in this market (the $25M deal with ARTT was extremely agrressive, given ARTT's financial condition). Otherwise, WCII is doing fine. If we can find a way of going through the next 9 to 12 months without major bad news, we will be in outstanding shape. Best regards, Bernard Levy