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

To: limtex who wrote (9195)	11/7/1998 10:51:00 AM
From: Ellis Rudman	Read Replies (2) \| Respond to of 12468

All I have to say is ahhhhhhhhhhh, that feels good!!! :o) :o) :o)

To: limtex who wrote (9195)	11/7/1998 3:03:00 PM
From: SteveG	Read Replies (1) \| Respond to of 12468

limtex: [Damn the lithium - no moderate liver you - I bet you are a lot of fun at parties <g>] And I agree with your thesis. <...Someone is going to bid for WCII and whoever were to get it the other sisters above would be jealous as hell and really upset at having missed their great hope....> The sweet thing is, whoever DOES volley a first bid on WCII initiates a MAJOR open auction. Seriously, what telco can afford to NOT have this property? And though I don't see that happening for at least 4-6 months, I DO expect partnerships to form in the near future. And even though the Q CLEC revenues were disappointing, and SG&A as a percent of revenues is enormous (even relative to other similarly staged CLECs), IMO there is a LOT of reason to be optimistic on WCII currently. All IMO.

To: limtex who wrote (9195)	11/7/1998 3:35:00 PM
From: Lou S.	Respond to of 12468

Thank your for your interesting insight on what the future has in store

To: limtex who wrote (9195)	11/7/1998 10:57:00 PM
From: Hal Barnett	Read Replies (3) \| Respond to of 12468

Limtex, Re John Chambers comments on Thursday, I believe he said that voice would be essentially free in a packet routing world. IMO this means that the incremental number of voice packets would be few in number when compared to the volume of data and video packets being routed over networks. On Friday there was an interview with the chairman of Teleglobe and he was asked about this and generally agreed. He added that circuit switched POTS would still be used in developing countries but that most developed countries would be sending traffic over packet routing networks. Regards, ...Hal

To: limtex who wrote (9195)	11/8/1998 2:22:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

a few more links: "Competition with a capital 'C'" internettelephony.com "INSURGENT INTENTIONS" internettelephony.com "From the Top Down" internettelephony.com internettelephony.com and since I don't often have time to peruse Yahoo, I thought it'd be a nice habit - for ANY SI posters who catch a worthwhile post there - to provide the link to them here: messages.yahoo.com@m2.yahoo.com messages.yahoo.com@m2.yahoo.com BTW, I found "Pleasantville" a VERY intriguing, well made movie. Think - "The Truman Show" meets "Wings of Desire" meets "Back to the Future" meets "Alice in Wonderland". OTOH, maybe it'd be easier to just check out the movie.