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

To: Frank A. Coluccio who wrote (9502)	12/7/1998 8:18:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12468

Hi Frank: Although I support unbundling of twisted pairs, I agree that proposals requiring unbundling of DSL infrastructure are unreasonable, since much of this infrastructure does not result of the earlier monopoly status of ILECs. Regarding WCII opening up its spectrum, note that the broadband wireless market is much more competitive than the twisted pair market: we already have WCII at 38GHz, TGNT at 24GHz, LMDS operators at 28GHz, and soon the FCC will open up 1.6GHz for bidding at 38-39GHz. So potentially, urban markets could have 4 or 5 broadband wireless service providers. I do not think the market can support that many, but for a while, we could see robust competition. BTW, thanks for the interesting historical tidbits on the origins of MFNX and several other CLECs. It is really amazing how entrepreneurial this country can be. Best regards, Bernard Levy