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

To: limtex who wrote (7685)	8/11/1998 11:01:00 PM
From: DubM	Read Replies (1) \| Respond to of 12468

For those with the impression that tgnt is p-mp only, that is not the case. This from the tgnt-bs report: "The company began serving its first ''phase one'' customers, which are receiving commercial service over Teligent's point-to-point networks in Chicago, Dallas, Houston, Orlando and San Antonio. These customers complement Teligent's existing base of dedicated access Internet customers already receiving service over Teligent's point-to-point networks in more than 30 markets around the country" Someone i believe questioned compatibility of radios from different vendors. This excerpt from a recent press release: "This agreement enables WinStar's point-to-multipoint broadband network to incorporate equipment from multiple vendors on the same hub sites." It is absurd that Teligent is approching 1.5 times WinStar's value. WCII would have to be at 45 just to equal tgnt's value. I'm beginning to wonder if folks reading TGNT's results think they are reporting revenue in millions instead of thousands! Another number to consider-WinStar's 2 nd Qtr. revenue was about 390 TIMES Teligent's. What?? How can this be?!! WINSTAR REVENUE THREE-HUNDRED AND NINTY TIMES TGNT-BS'S!! Well, as they say i guess, the market just ain't rational. Regards to all, Dub

To: limtex who wrote (7685)	8/11/1998 11:25:00 PM
From: SteveG	Respond to of 12468

<...I don't understand Dave Ackermans comments that P-MP equipment is not available...> Not commercially available. To me, that means vendors are still working on bugs and deployment pricing. I suspect my questions about wireless and hub protocol differences effecting compatibility further up the network don't have textbook answers. Maybe if Ackerman (or any of the ~20 others) knowledgeable in Ghz wireless transmission schemes, ATM, voice and data switching and network integration happen to read here, they might share (anonymously, of course) some insights. DC MAY be partly a "lab" for teasing out the strengths and weaknesses of such an embracing integration.