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

To: SteveG who wrote (7632)	8/9/1998 1:18:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

"Telephone Workers at Bell Atlantic and Bell South Prepare To Walk Off the Job Sunday Over Failed Contract Talks" biz.yahoo.com and worthwhile from Inter@ctive Week's Steinert-Threlkeld: "Next up for telecom? Consolidation" dailynews.yahoo.com

To: SteveG who wrote (7632)	8/9/1998 12:36:00 PM
From: Steven Bowen	Read Replies (2) \| Respond to of 12468

Hi Steve, "In any case, is your concern that BB wireless tech doesn't work? Or that customers won't sign up for it? Or that WCII doesn't plan to deploy it?" I don't know that I have a real concern yet. I thought the on-net numbers should have been higher, so I'm just trying to stir up debate to force others to think about it and see what their opinions are. There could be a lot of answers; 1) They have purposely slowed down to keep the EBITDA numbers declining. 2) They may have slowed down waiting for PMP equipment. 3) They may be migrating to on-net at an acceptable pace but signing up so many new customers so fast it makes the on-net numbers look bad. 4) May be technology/equipment problems we don't know about yet or maybe it's not as easy to go on-net as it would seem. 5) Maybe they are having problems executing. I think number 5. Remember the problems we heard about last quarter. Sales people selling in one building, real estate people getting roof rights on others buildings, deployment people deploying in yet another building. They all answered to different people and there was no coordination between them. Everybody was just out to get numbers. Remember getting the roof rights to the LA Times building, but sales couldn't sell to them as they were committed to another contract for several years. It seems that maybe Nate has as much as admitted to an execution problem if he did indeed declare that these resold lines WILL go on-net. I think Nate just needs to get out there and kick some a**. Hopefully next quarter will show a few more mature markets and as a whole they will be closer to 50% on-net. PS Anyway, Ed will be back this week so the stock will go up. But I'll be interested in his take and thoughts.