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

To: Bernard Levy who wrote (9492)	12/6/1998 9:27:00 PM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 12468

Bernard, DreamWeaver, I'm enjoying the back and forth here, and would like to point out a few things. DW, Econocall started out as a discount carrier doing callback operation atop a Jewish Bakery in Borough Park, Brooklyn,. IDT had its beginnings in the basement of a funeral home. Neither had the sophistication or the initial underpinnings conducive to Wall Street financing at the time, nor did they necessarily start out with the savvy of a Bellcore-assisted, well-run carrier operation. In fact, each of these was rather primative, by any measure or standard. Nevertheless, each is capped today at near, or above, USD I Billion. MFNX, likewise, had its start as an electrical shop, and when they saw the opportunity to make a few extra bucks running fiber in the streets to assist the hometown carriers they turned themselves into National Fiber Networks, and when one thing led to another. Then, Voila! A buyout of the company valued in the hundreds of millions in cash and options by MetroMedia. --- Bernard, While the facilities-based CLECs indeed have a fair deal of fiber media running in the streets, and wireless links from upon rooftops, they also need (very crucially, in some cases) the unbundled loops provided by the ILECs to provide what they call their Type 2 and Type 3 services to out-of-the-way and branch-office subscribers of those in the larger buildings These are facilities-resale arrangements, also known in some instances as co-carriered resale, similar to what they have been doing for the past six to eight or none years, depending on locale. The differences between these arrangements, perhaps, and what is now being tossed around in the press as unbundled loops, have to do with the newer genres of DSL services that are now being discussed. b Similar discussions to these are even starting to crop up in the cable TV plant sectors. But the Types -2 and -3 services made possible by ILEC unbundled loops are still indispensable to the CLECs, because their own facilities reach only the very largest of user locations, still, and that just doesn't cut it on its own in the Big Time. FWIW. Best Regards, Frank C.