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


To: SteveG who wrote (8260)9/16/1998 2:47:00 PM
From: Jason Cogan  Read Replies (3) | Respond to of 12468
 
SteveG:

<<In short, I fail to find your often repeated 'message' here adding anything of substance or interest.>>

Perhaps if you had listened to my repeated message 20 points back, you would now find them substantial and interesting.

Or the thread could continue to listen to your ramblings and watch their bank accounts grow smaller. Seems pretty clear to me.

Only a moron would continue to pick a fight after being so thoroughly discredited by a 50% decline in the value of their net worth. Hmmm...

JC




To: SteveG who wrote (8260)9/16/1998 3:45:00 PM
From: MangoBoy  Read Replies (1) | Respond to of 12468
 
<< BTW, anyone hear wassup with ARTT? >>

Yesterday they launched commercial service in the greater Seattle area. Phoenix and Portland coming soon.

Message 5751521

mark



To: SteveG who wrote (8260)9/16/1998 9:08:00 PM
From: Gary Kline  Read Replies (1) | Respond to of 12468
 
Gentleman-Boyle,
I appreciate your input, very detailed and insightful. I have started
following the Yahoo thread as well. Please continue your
contributions with same level of depth; you are teaching me along
with others a great deal about some of the complexities of M&A and financial analysis.
I agree with your thoughts about the GTE-BEL and the Ameritech deals possibly being in trouble. The FCC Chairman William
Kennard warned that the telecommunications marketplace is "just a merger away from undue concentration." I am not sure whether
WCII shareholders would not do better with a couple of large Bell
companies to compete against nationally. Those executives may
spend energies merging large geographical territories without
implementing effective strategies against the CLEC's; hence, a
larger market share for WCII.

I would like to thank Steve G for his contributions and always look
forward to his continual updates of analysts comments
regarding WCII (more credible sources than some of the opinions
expressed here on SI and Yahoo). Do the numbers projected on
revenues and EBIDTA at the NBMO presentation on 9/14/98
include revenue from data? Additionally year to year growth
projections over the next five years is: 252%, 170%, 66%,45%,
34%. All this with expected widening margins/higher percentage
of customers on net. Steve or G-B do you know once WCII is a fully deployed network in the top 50 markets what the gross margins are expected to be?

Aside: Jason I would not wait too long, nobody ever got rich in cash (just kidding). Prediction: by the time WCII is EBIDTA positive you
will be able to buy half the shares you could today.
Regards,
Gary