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


To: SteveG who wrote (7679)8/11/1998 7:34:00 PM
From: SteveG  Respond to of 12468
 
Oh yeah, most important - up on light volume in tiny 4.7MM float <eom>



To: SteveG who wrote (7679)8/11/1998 8:39:00 PM
From: Bernard Levy  Read Replies (3) | Respond to of 12468
 
Hi Steve:

The number of TGNT admirers never ceases to amaze
me. First George Gilder, now Danny Zito of Legg
Mason (maybe he inherited his bias from Jack Reagan)!
I did not read the 15 markets announcement as
particularly significant, since the threshold
to start commercial services in a market need not
be particularly high.

The point about Winstar needing to migrate its
P-P operations to P-MP is valid, as well as the
advantage of having only one vendor, except if
the Nortel-BNI equipment turns out to be inferior,
in which case TGNT would pay a hefty price.

Well, it looks like Alex Mandl lives a charmed life!

Best regards,

Bernard Levy