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To: Gary Kline who wrote (9684)12/17/1998 8:08:00 PM
From: GT  Respond to of 12468
 
Test 3



To: Gary Kline who wrote (9684)12/17/1998 8:22:00 PM
From: Richard Dunaven  Respond to of 12468
 
Talk about information overload! We certainly had it today.

What will be interesting to see going forward is who they have chosen to partner with in Japan and if this pattern will exist throughout the Intl roll out.

Does anybody understand what they mean by a "Major Trading Co" in Japan? I'm not sure what that means.

If they follow this same format throughout the Foreign development then we should be in for some interesting news announcements going forward.

It would seem that the use of the words relative to overseas expansion as "Rapid" might indicate that they will be searching for good partners with the ability to hit the ground running (i.e. marketing and sales orgs in place). Any comments?

I would have loved to have heard the Q&A on all these releases. I suppose the analysts will update us in due time. I too heard of quite of bit of excitement coming from the chambers and look forward to the rest of the puzzle coming together!!

The vision as described to me in 94 is coming together!

Good luck to all and to those who have hung in there for 4-5 yrs I think you have made a great choice. You know who you are!

Ric D.



To: Gary Kline who wrote (9684)12/17/1998 8:22:00 PM
From: MangoBoy  Respond to of 12468
 
<< I thought Bill R. came across very clear and succint; great analogy with the "super highway and dirt roads as the on/off ramps". >>

he used the same analogy last time he was on. zzzzz....



To: Gary Kline who wrote (9684)12/17/1998 9:19:00 PM
From: Steven Bowen  Read Replies (1) | Respond to of 12468
 
Hi Gary,

"I thought Bill R. came across very clear and succint"
Well, he's really in an impossible situation, getting a couple minutes to talk about such a complicated issue. Most people, or investors or people around SI or watchers of CNBC, have no idea of what the "last mile" problem even is. To try and address them, while giving details that would interest the likes of the people on this thread, all in two minutes, is a tough job. (Kind of high lighted by Maria's question, something like "where do you see the cuts and costs savings coming from?". How much more off base could she have been?)

"Did they say how they plan to decrease EBIDTA and become positive with the expand roll-out."
I'm not sure how it works, but it sounds like with Lucent doing the buildout, WinStar isn't going to account for the expenses, maybe until the network is generating revenue. In the meantime, the Williams money will probably pass directly thru to the bottom line, increasing EBITDA (decreasing the EBITDA loss).

A side note on Steven Chrust for people who don't know;
Mr. Chrust was probably as responsible, or more, as anyone for the crystalization and development of WinStar. He was there in the beginning, I believe (or I've been told) responsible for the wireless licenses, Bill, and Nate, all coming together. I believe he has been responsible for the strategic direction of the company since. This is why there has been a little interest in his selling and departure.