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

To: Edward Murphy who wrote (8745)	10/17/1998 3:18:00 PM
From: Steven Bowen	Read Replies (3) \| Respond to of 12468

"If PCom or another financially weak company is the leader technology-wise, then the state of the credit markets, IMO, may control the decision." That's what I'm wondering. I think Bernard has said that what P-Com is developing will be superior to everyone, but I don't think they'll be in any shape to offer any decent financing plans. This would probably mean WinStar will go with Hughes even if P-Com's technology is better. Obviously, you couldn't get hurt going with someone like Hughes, but then I wonder if there is any hopes for the likes of P-Com absent a takeover. Bernard???

To: Edward Murphy who wrote (8745)	10/22/1998 9:18:00 AM
From: Steven Bowen	Read Replies (2) \| Respond to of 12468

Any speculation how this announcement came to be??? Seems like Lucent bought the contract by bidding $2B. I would have guessed they were in third place behind Hughes and Siemens/P-Com. So much for letting each build a city. Instead of getting into a competition, they plop $2B on the table and say "take it or leave it"? It does make it interesting since Lucent and Lucent money is building out ARTT's network. Should make combining them much easier. Bernard, any comment on Lucent technology vs Hughes vs P-Com? I don't imagine you can go wrong with a company like Lucent. PS Why didn't any of you guys tell me this was coming! Dang, so much for all these great contacts, watching the stock tick by tick, and analyzing every option trade. They still catch you with your pants down.