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

To: Steven Bowen who wrote (7785)	8/14/1998 6:01:00 PM
From: Richard Dunaven	Respond to of 12468

All, I'm back and not very happy about Fink (if it is him) using my name on the Yahoo Board. I don't subscribe to the board but maybe I should. It's too easy to falsify information. I will however now pursue the person on that board using my name and use some of my net worth to make their life miserable. In answer to some of the questions, I am still in WCII and will be as long as the co continues to perform contrary to my alias on Yahoo. I see the Rumors are flying again. This Co is one of the few Co's if not the premier Co that can put a major portion of this countries businesses on the BB network quicker than any other CLEC at this moment. The consolidation of the big boys in the industry is the first step in establishing the new telecomm Co's of the future. They will all need last mile connect but have very few ways and means to get there. AT&T has biztel but I'm not sure they really have enough Frequency to do it but some may argue. Sprint definitely needs last mile to make their ION system complete. Otherwise they are dependant on CLEC's which don't serve enough bldgs or the RBOC's ISDN or ADSL Technology which is expensive. BA/GTE also need a last mile connect as well as some long haul fiber. WCOM/MCI are in the same boat though they have the long haul and fiber rings in a lot of cities. I believe at last check they were in 28 cities with local switch and fiber rings. They still need the last mile. They could probably provide the most immediate impact of Revenue due to their larger local and data divisions. WCII, TGNT and ARTT can all offer the last mile connect but you must have the money for the buildout. You can buy them or use them and lease their lines. One could go it alone and sell to all or partner with any of the above. I believe this is the crossroad that the industry is at now. Over the course of the next 6 mos or so you will see this industry really start to take shape. I don't think the Co loses either way it goes because there will be enough business to go around to all the wireless last mile BB Co's. If we can get out of the overall market doldrums WS will start to see the benefit of owning US based and serviced Telecomm co's with the biggest upside potential and these 3 will eventually be the beneficiaries of that move. WS understands the internet is where the future is relative to commerce and efficiency so it won't be long before they realize who is going to get it to the masses of 700,000 bldgs and in addition residential customers. For the ISDN and ADSL advocates in the group, the wireless Co's will always have a better price structure. At least that is the way it is stacking up now. Re the latest Rumor of FON, CEO's throughout this industry are always talking about ways to improve their Co's while increasing shareholder value and this won't be the last rumor to surface. Not withstanding a market meltdown all the technical indicators went positive on this stock today. The pull back is healthy and expected. A bottom appears to be forming but one can never predict what will happen in the rest of the market. WCII has talked of Internet/information business spinoffs that could increase shareholder value which could be in the offing not to mention that a partnership would bode well at this time to help ramp up up 99 numbers. They are all possibilities but one must still keep an eye on the overall indicators in the market in general because we will follow it to a certain degree. Russia is in deep do do right now. Though they do not contribute much to our GDP it is the confidence factor that creates turmoil in the market and hence volatility. China is in good shape now but if Japan doesn't shore up it's banking system and provide tax cuts to the people to spend their way out of this recession you could see China devalue in a year or so. Asia is accountable for 5% of our GDP down from 10% a year ago so how much lower could that go? If the market can stabablize and move sideways a while I think our investment in WCII could give us decent returns as long as they perform. Since there is not much else to talk about does anybody want to broach the subject of how the Asian, Russian and European markets will effect our market and in turn our investment in WCII? There is my once a month input. See Ya! Ric D