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

To: Edward Murphy who wrote (7643)	8/10/1998 2:27:00 AM
From: SteveG	Read Replies (3) \| Respond to of 12468

Welcome back Ed. <..and have sacrificed build out for ebitda...> See my previous post. <..they have nothing new or different to offer prospective customers other than promises of better service and things to come..> Their resell is at a discount to normal ILEC charges. <..then the market will give them additional value for data revenues and P-MP..> IOW, then you pay up. <..until then its hot air..> Or buying opp. <..long term this company is a winner..> Next year. <..If data does become as big as forecast would this mean we need more bandwidth and an ARTT acquisition makes even more sense?..> The Barlow maxim "you can never be too rich or have too much bandwidth" notwithstanding, WCII thinks 7-8 channels/ market does them fine. ARTT's attraction seems to be more what they offer in Europe and in adding breadth of domestic tertiary markets, than what they would add to WCII's MSA BW. Be sure to pass on any notable TGNT one-liners. Steve