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: SteveG who wrote (7588)	8/6/1998 6:45:00 PM
From: Rono	Respond to of 12468

Could both Winstar and Nextel/Nextlink/McCaw benefit from a stategic venture? Newly formed Internext, a joint venture between Nextel, Nextlink, and C. McCaw recently announced a $700 million investment with Level 3 to provide a fiber-optic backbone. IMHO this reveals McCaw's plan to build a state of the art telecom network, rather than selling or merging with a Worldcom or others. Nextel is now offering long distance landline service, and of course Nextlink is a CLEC. One piece missing at this point is a plan for LMDS. Last month during Nextel's conference call they announced their intent to open two "test" LMDS markets, other than that they haven't said boo about their plans with recently acquired spectrum. Rather than building their own LMDS network and competing with Winstar, does it make sense to form a strategic alliance? Comments? Regards, Ron