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

To: TheSlowLane who wrote (9525)	12/10/1998 9:34:00 AM
From: gauguin	Respond to of 12468

Ali and Paul, Don't think they have time to wait to get going in Europe, as you are aware, things are happening very fast there (Esprit deal as an example). I do concur it will require a partner, not only for investment, but also to quickly get down the sales and marketing curve. Remember, Europe has been using 38GHz for along time to support GST. MO, FWIW. By the way, what would prevent them from setting up a separate operating subsidiary, so that what they do there does not cloud the EBITDA picture for US operations? Regards, Barbara

To: TheSlowLane who wrote (9525)	12/10/1998 9:39:00 AM
From: Brian Coakley	Read Replies (3) \| Respond to of 12468

Regarding the top 100 cities worldwide goal, anybody with global population figures in their head (or better yet, a good web site) know what the top 50 non-US cities are. It might lead us to better speculation about WCII's prospective partner. Have tried to find this info but am web-deficient. On another note, anybody see Armstrong's comments when the IBM deal was announced that T still lacks a last mile solution? Their residential plan is cable but they still can't get into the business market in any meaningful way (TCG notwithstanding). Combine that with T's partnership with BT (and the documented, per SB, merger talks earlier this year with BT and WCII) and Winstar's partner may be staring us in the face. I think you'd see a nice bounce and the anticipated short covering if that were the case. Just speculating, Brian