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

To: silicon warrior who wrote (9387)	11/21/1998 6:57:00 PM
From: Bernard Levy	Read Replies (3) \| Respond to of 12468

SW and the thread: Apparently the IXCs (and may be even some ILECS) are getting really interested in broadband wireless: multichannel.com Note also that, as was pointed out a few weeks ago by Gentleman-Boyle on the Yahoo thread, a slowing economy will probably be more an opportunity than a setback for Winstar. Because of their ''utility-like'' status, RBOCs would probably cut capital expenditures for DSL roll-out in order to preserve their dividend. This would just widen the opportunity for the subset of CLECS which have strong financial resources, such as Winstar and perhaps even TGNT. Have a good week-end, Bernard Levy

To: silicon warrior who wrote (9387)	11/21/1998 8:50:00 PM
From: Alejandro	Respond to of 12468

<<We will never attract the enthusiasm of AMZN, yqahoom, etc. >> I don't understand that either. I cannot imagine AMZN generating the revs and profits that WCII will. The Internet is the place to be according to the ( I'll use it ) street. I wouldn't touch those internet stocks as a long term investment. Well, the way that world is changing, you have to look at bandwidth. I think a prudent move would be to short or buy puts on AMZN and look at QWST , LVLT later and WCII now. This dabble in the internet by WCII may be great in addition to the last mile concept. The internet and data transmission is the place to be. AMZN doesn't figure into this arena. Why is it flying ?? Speculation similar to the tulip bulb deal I read about. I believe a lot of the internet investments will lose money for investors. WCII will make, and has made money for us. WCII is not tulips. Amazon and Yahoo and AOL might be tilips, unless you have already cashed in. ac