SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?


To: Steven Bowen who wrote (9483)12/4/1998 5:18:00 PM
From: Gary Kline  Read Replies (2) | Respond to of 12468
 
Steve,
I just finished reading the third quarter report from ICIX.
I found an interesting statement:
"One hundred percent of the net access lines added during the quarter
were on-switch. We continue to focus on selling access lines that
are on-switch, generating results that can be measured by improved
gross margins, operating efficiency and customer service."
It seems like the mature markets that WCII is in for >1-2 years should
have this statement as their goal each quarter. An aside, it also
makesICIX look very attractive at current valuations, though 95%
of my CLEC portfolio is WCII.

Warm Regards,
Gary