Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steven Bowen who wrote (8743)	10/17/1998 10:46:00 AM
From: Alejandro	Respond to of 12468

Steve: That's a good question. Could be a catch 22. Get financing-lessor product--possible down time. No financing--better product--more borrowing ? Hopefully all the equipment is similar. ac

To: Steven Bowen who wrote (8743)	10/17/1998 1:46:00 PM
From: Edward Murphy	Read Replies (2) \| Respond to of 12468

Hi Steve, From some conversations I've had, I'm hearing that the equipment from Hughes may be superior and if they choose Hughes vendor financing should be available. I'm told the equipment that TGNT is now using gives you one DS3 per sector and Hughes' equipment will give you 5 DS3s per sector. If PCom or another financially weak company is the leader technology-wise, then the state of the credit markets, IMO, may control the decision. If things are still tight, look for the financing to prevail - staying power will be a key if credit remains hard to get and good vendor financing will buy us another quarter or two in which to get ebitda positive before we have to go back to the market for $. We should be hearing more about PMP in the next month and a half since its due to roll out late this quarter. Ed