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

To: Steven Bowen who wrote (9152)	11/5/1998 9:15:00 PM
From: Alejandro	Respond to of 12468

I thought everything sounded positive for where the company is. The on-net concerned me a little. Also, as you mentioned, the execution. There is so much going on now that I'd rather them execute a little slower and live with less on-line bitches than hooking up quick and really looking bad and lose more customers. What margin are the re-sold lines providing anyway ? Yes, it's foot in the door. I'd prefer the slower sure approach. Far as Europe ? Sounds like he sent a significant threat message to ARTT. Someone, (SW ?) mentioned today would be a good day to have more ARTT than WCII. Don't think I buy that except for the one day move. I still think ARTT is in trouble. All in all, this is the best qtr we have had as far as significant growth. I'm pleased. ac