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

To: limtex who wrote (9454)	12/2/1998 1:10:00 PM
From: Alejandro	Respond to of 12468

limtex: I don't believe WCII has the money to buy QWST. The other way around seems more probable of the two. Check this out. biz.yahoo.com Ali

To: limtex who wrote (9454)	12/2/1998 1:31:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

limtex: Regarding QWST buying WCII, I would rate it as highly unlikely. The playbook calls for QWST to be purchased by one of the RBOCS (most likely US West) as soon as the FCC will allow RBOCs in the long distance business. In the battle between IXCs and RBOCs, both are trying to develop integrated local and long distance telephony and data services. This will be achieved by the IXCs gobbling all cable and CLEC assets, and by the RBOCs taking over the fiber barons. If fiber barons and CLECs were to combine, you would combine two businesses with very high capital needs and high cost of capital. The other way around, you get entities with low cost of capital (RBOCs and IXCs) supporting the entities with big infrastructure needs. Best regards, Bernard Levy