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

To: DreamWeaver who wrote (9490)	12/6/1998 2:59:00 PM
From: SteveG	Read Replies (1) \| Respond to of 12468

DW- So then, as head of Strategy and Planning of our new CLEC, are you suggesting we all just go bowling? BBFW is a technology that will distinguish THESE CLECs from others. 1010321 is WCOM

To: DreamWeaver who wrote (9490)	12/6/1998 8:17:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 12468

Hi Dreamweaver: I guess we disagree strongly on CLEC prospects. All those I listed are facilities based, i.e., they do not depend on the RBOCs unbundling their copper lines. From a strategic point of view all companies which offer an RBOC bypass for the last mile have significant long term value. The proper parallel is not the airline industry but the cable industry in the 70s and the competitive IXCs (MCI, Sprint) in the 80s. The other day, John Malone was being interviewed on C-SPAN, and he indicated that at some point all cable outfits were struggling for cash, and could easily have been bought very cheaply by a big outfit, say like GE. He said that the big reason why no-one was interested was that financial analyses kept showing that cable companies would not generate significant profits before a long time due to their huge infrastructure costs. Sounds familiar? Best regards, Bernard Levy