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: Alejandro who wrote (7715)	8/13/1998 11:28:00 AM
From: MangoBoy	Respond to of 12468

<< The only similarity is that both are in the same business. However, as has been posted, they are very different in many ways. There has been the attempt to say Mandl has more contacts than Bill R. Maybe, maybe not. However, I don't think this comparison figures into the price of the stock. >> i'm sure it figures heavily. look at the relative valuations of QWST and LVLT. QWST is way ahead on buildout, contracts, etc. but LVLT has the "name" management (not that Nacchio's a slouch...) and commands an outrageous relative premium. i have no doubt that King Alex's roledex is godlike; he was the President of T after all! mark

To: Alejandro who wrote (7715)	8/13/1998 1:40:00 PM
From: limtex	Read Replies (1) \| Respond to of 12468

Ali, Steve and Bernard - Just found the following posted over on WCOM by mmegs ( I hope he won't mind) The point is that they mention cable copper and fibre as differn means to get as many bits as possible into households and businesses....no mention of wireless. I don't think WLL/LMDS/P-MP has sunk into the investment community yet. "..... <Anyone know if the transmission speed of cable out does that of fiber?> The speed, as in velocity, is not really relevant when comparing the two. The real question is which has a bigger "pipe" to send data down. In real world terms, cable is a New York City underground sewer and the copper wire your phone line uses is your garden hose. Fiber is somewhere in between, but doesn't actually reach into any households. I'm sure any engineering types out there could give specific rates, but the name of the game is how to cram as many bits as possible into homes and businesses. There are advantages and disadvantages to all of the competing ideas - cable, for example, has very fast downstream rates (into your house) but is designed for one-way transmission. Upstream (back out) rates are a fraction of the down. The market is big enough that most of the ideas will find a niche in which to work and be profitable. ($800 billion market) Certainly, if everyone had fiber running into the house or biz, it would be very competitive with cable. Both would allow all of the data-intensive applications currently unavailable to most of us. (Like real-time video) But it is unlikely that will happen in the next ten years. "