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

To: joel chess who wrote (8425)	10/1/1998 1:51:00 PM
From: MangoBoy	Read Replies (1) \| Respond to of 12468

joel, thanks for the excellent update. anyone know how spectrum is allocated in Japan? i thought it all belonged to NTT (who, BTW, has a significant equity stake in TGNT)... mark

To: joel chess who wrote (8425)	10/1/1998 3:32:00 PM
From: SteveG	Read Replies (1) \| Respond to of 12468

Thanks for the exciting update Joel. The potential onnet numbers are impressive. A couple of questions: How can "provisioning" (I presume this refers to a WCII division and not the various ILEC entities) make time guarantees when they are dependant on the incumbents? Great if it can happen And any "front line" insights on how hub installs are going? Is it turning into a tougher sell than earlier expectations? Negotiating for both internal closet/room as well as multi-antennae roof space is understandably more of a challenge (and more strategically critical) than for single antenna roof rights. Rick Uhl was brought in as the REIT negotiating big gun. And efforts to cut down the hub installation contract-to-deployment lag (from 90-180 days to closer to <60 days). At one point WCII was anticipating 125 hubs for YE98. Now we are hearing over 100 and maybe 110. I understand WCII anticipates it will be able to address ~250 buildings with P-MP, versus ~50 with P-P. Of course, this weights the strategic value of hub installs going forward all the more. ---- side note on previous considerations here: Fwiw, WCII's position is that the recent ISP acquisitions were deemed in keeping with WCII's overall strategy, and therefore a separate release addressing them (or others like this) was not considered necessary. And the Les Echos report of WCII's interest in WinStar Europe is something we've been aware of since Schmeig was reassigned there in early summer (presumably associated with the potential BTY involvement). WCII is aware of the need to protect EBIDTA growth and purportedly does NOT currently intend to address foreign markets with their own cash. ----------------- Thanks again for the update Joel. (anyone catch JP Morgan's Nick Sargen's comments just now on the value of rotating into telecom? He probably owns a lot of it. And how about that commercial with the data guy hitchhiking with a sign, and only the LU van stops to pick him up? Lucent clearly signaling to the still unconvinced that datacom [read "bandwidth"] is direction of telecom going forward)