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

To: Robert Scott who wrote (9417)	11/25/1998 6:54:00 AM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 12468

Robert, I find it a bit curious he doesn't see the merit of using all available forms of media, i.e., wireless, dsl and fiber by the BOX to deliver h-s data. Each has its advantages, even from a provider's point of view. >I also found it interesting that one of his desires was to run a small telecom operating company. Wants to reengineer the business to packet based voice - expects that this will be ready for prime time is a year or so. He's a CMU guy and has been in the field for over 20 years - extremely knowledgeable. < His aspirations sound only too familiar by now. It would be wise for him to take a number in line at this time. In another year or so the queue of aspiring wannabe next gen telcos will be many miles long and leagues deep of those who think that they can beat the incumbents on economies of scale and service bundling. The shakeout in two years is not going to be pretty, IMO. FWIW, Frank C.

To: Robert Scott who wrote (9417)	11/30/1998 4:15:00 PM
From: Trey McAtee	Read Replies (1) \| Respond to of 12468

robert-- sorry to butt in... packet based voice? anything like voice over IP? i have a list of companies that make IP telephony equipment somewhere, mostly the gateways from an IP network into the PSTN. very interesting stuff. i would tell him to write a business plan, but it wont do a lot of good...the VCs dont understand the technology, and its a real business, as opposed to a book store and a search engine<G>, so they arent really interested. but he is right...if anyone actually starts to deploy this equipment, and gets some real financial (read not credit card) backing, they will do very well. good luck to all, trey