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

To: Jason Cogan who wrote (8261)	9/16/1998 3:04:00 PM
From: Pamela Murray	Respond to of 12468

Wednesday September 16, 10:21 am Eastern Time Company Press Release SOURCE: Strategis Group Booming Market Expected for Global Wireless Local Loop After 2000: Worldwide Demand Projected to Approach 50 Million by 2005 WASHINGTON, Sept. 16 /PRNewswire/ -- Although fixed wireless local loop (WLL) technology has been in existence for several years, The Strategis Group estimates that there are only one million subscribers as of the end of 1997. In the next few years, however, a combination of new WLL licensing, reduction in equipment costs, and increasing acceptance of wireless as a local loop alternative, will result in this market taking off after 2000 and growing 50 percent annually from 1998-2002. The vast majority of WLL demand will be found in markets where wireline networks are inadequate and unable to meet pent-up demand. In Global Wireless Local Loop Markets: 1998, which was released today, The Strategis Group estimates that worldwide wireless local loop subscribers will grow from over one million in 1997 to approximately 8 million by 2000. By 2005, The Strategis Group projects 47 million WLL subscribers. For the purpose of this study, wireless local loop demand is defined as fixed-only and includes subscribers who are paying for service. This definition excludes mobility subscribers who also use a handset for fixed purposes and trial (non-paying) subscribers. One of the key drivers in estimating wireless local loop demand includes specific WLL licensing and frequency allocation. Allocation of specific frequencies for WLL in China and India, for example, combined with their large populations and pent-up demand for basic telephony services, are expected to drive growth in the Asia-Pacific region. By 2005, Asia-Pacific will account for 40 percent of world WLL subscribers, leading all other regions. World Fixed Wireless Local Loop Subscribers by Technology, 1997-2005 1997 1998 1999 2000 2001 2002 2003 2004 2005 Cellular/PCS 0.8 1.4 2.2 3.8 5.8 8.8 12.7 17.1 22.3 DECT/PHS 0.3 0.7 1.4 2.3 3.8 5.6 7.8 10.3 12.9 Specialized 0.2 0.4 0.8 1.5 2.5 3.9 5.5 7.5 10.0 Satellite 0.0 0.0 0.1 0.2 0.3 0.6 0.9 1.3 1.7 Source: The Strategis Group, Inc. World Fixed Wireless Local Loop Subscribers by Region: 1997, 2001, and 2005 1997 2001 2005 Asia-Pacific 17% 34% 40% Latin America/Caribbean 20% 24% 21% Eastern Europe 19% 18% 18% Western Europe 26% 14% 12% Africa 16% 9% 6% North America 2% 1% 1% Middle East 0% 1% 1% Source: The Strategis Group, Inc. The Strategis Group's subscriber projections reveal the following trends by technology: Analog cellular based WLL subscribers are expected to drop significantly from 46 percent in 1997 to 4 percent in 2005 as it is quickly supplanted by digital technologies. Cellular/PCS based WLL is projected to have the greatest number of WLL subscribers, growing from 5.8 million in 2001 to 22 million in 2005. DECT and PHS based WLL are projected to be the second most popular platforms for WLL with 13 million subscribers in 2005. By 2005, CDMA (IS-95) is expected to be the leading technology for WLL, accounting for 29 percent of the subscriber base. The assessment of CDMA's positioning is based on this technology's momentum for mobile networks and its relatively high subscriber capacity. Specialized networks are projected to account for one-fifth of world WLL subscribers in 2005, as these networks can serve a variety of market segments from competitive telephony in developed markets to remote rural areas in developing markets. Specialized networks include systems operating in 3.5 GHz, point-to-multipoint systems, and others.

To: Jason Cogan who wrote (8261)	9/16/1998 3:15:00 PM
From: TheSlowLane	Respond to of 12468

A couple of points - today's price, while down significantly from July, is still above my average cost/share. I can't speak for everyone on the thread, but I tend to doubt that anyone here has 100% of their net worth tied up in any one stock. I invested in this company before they had any switches, before they had any interconnect agreements, before they had any CLEC certifications, before they had any telecom customers. It wasn't all that long ago. At the time, I expected it to be a 3-5 year investment and was prepared to hold through the volatility that would come with the territory. From the beginning, this company has stated clearly what their plan is and day in and day out, have executed on it. Why don't you come back in 18 months and if my shares are down 50% from where I purchased them, I'll be happy to eat my words and declare you King of Wall Street. Since you obviously think WCII is headed down from here ("the thread could continue to listen to your ramblings and watch their bank accounts grow smaller"), why don't you put your money where you mouth is and short it. We'll be happy to squeeze you later.

To: Jason Cogan who wrote (8261)	9/16/1998 10:34:00 PM
From: SteveG	Read Replies (2) \| Respond to of 12468

<..Perhaps if you had listened to my repeated message 20 points back, you would now find them substantial and interesting...> I think we all realize that any efforts to clue you in are studies in frustration. For you to pop in here several months back, feeling the need to bestow upon us your revelatory insight that WCII is a telecom company building an infrastructure with significant debt financing that won't begin to book positive cashflows or earnings for 18 and 30 months (respectively), establishes your naivete. For you to continue to appear here doing so months later (though disappearing during the time WCII rose ~25%) as though you have any insight into WCII, the sector or market, establishes your fatuity. That you continue to do so in spite of ample clarifications concerning the appropriate metrics used to monitor the progress of such companies, as well as clarifications of how WCII continues to meet and exceed these metrics, establishes your entrenched density. I realize that you are quite young, and in being such believe yourself to know quite a bit about the markets. I think most here clearly see the enormous gap between your puerile ego and your desiderate level of sophistication. BTW, had you called the market correction, knowing you we would still have considered you merely lucky, but at least you'd have established a basis for future consideration here. Fact is, you were near term wrong in WCII's price performance, and understandably disappeared during that time. That the market corrected, and as a result you think your unidimensional and trivial assessment of WCII was somehow prescient, establishes the amusing severity of your delusions. I recommend you teethe and troll for attention elsewhere.