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

To: Bernard Levy who wrote (9504)	12/7/1998 9:12:00 PM
From: Frank A. Coluccio	Respond to of 12468

Regarding the folk lore, Bernard... you're very welcome. It's true that there is quite a bit of competition beginning to emerge in the wireless sector as you suggest. My point, and the reason for my question, is that wireless offers back-door disaster recovery capabilities that some of the other facilities based wireline providers, and more to the point, the paper CLECs, would find desirable to offer as their own, once the wireless players are fully established. While it's altogether reasonable for individual-case-basis resale of these facilities at near cost, the latter does not lend itself to a type of wholesale situation for the competitor in terms of achievable margins, as would be the case if there were co-carriering or unbundling taking place. Just an idea I thought I'd explore, and one that I think will inevitably surface in the market place before long. Regards, Frank C.

To: Bernard Levy who wrote (9504)	12/7/1998 11:19:00 PM
From: SteveG	Read Replies (1) \| Respond to of 12468

<..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...> Bernard- But all these services ARE based on the monopoly regulated local copper. And DSL service is data service, which is an end-around the requirement to unbundle local copper prior to entering into LD (DSL allowing LD data THROUGH the monopolized local loop). For this reason, it seem MORE than reasonable for the Bells to adhere to the FCC requirement to set up a separate affiliate to compete on a somewhat more level playing field with CLECs. This way, the monopolized copper can be overseen by the FCC. This helps (but does not eliminate) the Bells significant advantage in allowing them to use their existing monopoly-acquired customer-links to sell high speed data. But they want it EASIER than that - they don't want to give up any more of their >95% domination of the local loop.