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

To: Bernard Levy who wrote (7806)	8/15/1998 5:30:00 PM
From: Hal Barnett	Respond to of 12468

Bernard and thread, Re WCII business strategy and underlying technology uncertainties. I would emphasize sales to pre-empt competitors and build revenue. In an early phase of P-MP technology, I would select a vendor to work with closely and where my input could drive subsequent versions of the technology. Hughes would be a good candidate because of their satellite business and their obvious interest in wireless facilities to exploit the world wide market for communications. I would proceed at a measured pace to move customers on net in order to let the P-MP implementation technologies mature. I would expect to upgrade and/or replace nearly every piece of P-MP hardware purchased over the next 18 months. IMO the measure of effectiveness for wireless CLECs at this early stage should be sales. As the implementing technologies mature it should be a straight forward operational matter to move traffic on net and steadily increase operating margins. Any comments on this approach? Regards, ...Hal

To: Bernard Levy who wrote (7806)	8/15/1998 7:20:00 PM
From: MangoBoy	Read Replies (1) \| Respond to of 12468

Bernard, Was thinking about your recent letter to Senator McCain regarding the "giveaway" of spectrum to Teligent. While McCain is the chair of the overarching Committee on Commerce, Science, and Transportation, the real FCC action takes place in the Communications Subcommittee, chaired by Senator Conrad Burns of Montana. I decided to use the Senate's search engine to look up Teligent and see if the spectrum issues had been raised. Imagine my "surprise" when I found the following instead. Looks like Teligent has had their hooks into Burns for a while... (I highlight Teledesic also since they're TGNT's "partner in crime" on the spectrum swap). mark p.s. For a good laugh check out the Burns Telecommunications Center, which looks like Burns' version of Newt's college courses: btc.montana.edu. Feel like making a donation? I'll bet a lot of telecom players tithe regularly. ----- senate.gov For immediate release: Friday, September 26, 1997 Internet Conference Agenda Set Focus To Be on Industry/Government Relationship and Rural Access WASHINGTON, D.C. -- Montana Senator Conrad Burns today announced the final agenda for the Corralling the Wild, Wild Web Internet conference at the Burns Telecommunication Center at MSU-Bozeman on Monday, Sept. 29. "This conference will address how the government can best facilitate the continued growth of the Internet and the best way to ensure that this exciting technology is extended to rural areas," Burns said. "By having this important conference in Montana, we are on the way to making Montana a center of telecommunications for the future." The sponsors of the conference are: GTE Corp., Loral Space and Communication, Ltd., Microsoft Corp., PanAmSat, and U.S. West. The co-sponsors are: the Chambers of Commerce of Belgrade, the Billings Area, Bozeman, Butte-Silverbow, Conrad, Glasgow, Great Falls, the Havre Area, Helena, Libby, the Malta Area, Missoula, Red Lodge, Shelby, Whitefish, West Yellowstone and the State of Montana. Also co-sponsoring are Teledesic Corp., Teligent, Americans for Tax Reform and Highway One. Bob Rowe, Chair of NARUC Communications Committee and Commissioner of Montana Public Services will serve as moderator for both panel discussions during the conference. The first session is titled What Does Industry Need from Government? Jack Valenti, President of the Motion Picture Association will address the conference via satellite from California. The second session is titled Providing Access to Rural Communities. Conference participants will include representatives from AT&T, Microsoft Corp., Netscape Communications, Inc., America Online, Inc., U.S. West, The Progress and Freedom Foundation, Business Software Alliance, MSU-Bozeman, Teledesic, Loral and BBN Corp.