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

To: Steven Bowen who wrote (9214)	11/9/1998 9:10:00 AM
From: Alejandro	Read Replies (1) \| Respond to of 12468

<<I know we got some good expertise on this thread, and we're pretty well spread out across the country, we could start our own nationwide broadband wireless ... :-)>> Man, we'd be fighting shorters again !!

To: Steven Bowen who wrote (9214)	11/9/1998 12:24:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

Hi Steve: I was not aware that the FCC had already started its planning for the 39GHz auction. They still have a whole bunch of LMDS licenses in rural areas they need to re-auction (the FCC opening bid was too high for these licenses). With regard to the new auction and ARTT, this is a really good point. The availability of licenses in second-tier markets diminishes ARTT's value, which will in essence be reduced to its European licenses. The best WCII could do at some point would be to exchange its 15% of ARTT for a large chunk of its European licenses. I do not know if anyone noticed, but a question and answer session with Henry Hirsch was posted recently (probably by Mark Lewin) where he indicated that the timing of WCII's 15% stake occured just when ARTT was about to close its financing deal, and it killed it. I know that may of the regulars on this thread still have big doubts about this move, but in retrospect it may have been money well spent if it took ARTT out of commission. Similarly, I think that the Millenium program is a TGNT killer, since it locks customers away from TGNT at a time when TGNT needs to build up its customer base. In fact, all attempts by TGNT to propagate misinformation about WCII (Alex Mandl interview, anonymous posts on Yahoo) strongly suggests Millenium is impacting TGNT. Best regards, Bernard Levy