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

To: SteveG who wrote (9750)	12/21/1998 11:14:00 AM
From: Hal Barnett	Read Replies (1) \| Respond to of 12468

Steve, Excellent set of posts - may we all profit from your endeavor. <<Expansion to 110 Markets Worldwide WinStar plans to double the U.S. reach of its broadband network to 60 major markets over the next two years, which represents greater than 80% of the commercial marketplace. The company feels it is crucial to extend the breadth of its network, so it can have the advantage of being first to market with a ubiquitous broadband network ready to meet the growing demand for broadband services. In order to meet this goal, WinStar is relying on Lucent Technologies' expertise in building networks not only domestically, but also around the world.>> Being first to market with a ubiquitous broadband network is the key to success for Winstar IMO. By analogy, Cisco was first to market with a multi-protocol router in 1986. Most of the investing world had never heard of routers and the Internet was a little known effort to replace (and expand) the decaying ARPAnet. My model is that broadband wireless will play an analagous role to multi-protocol routers and that being first to market with services that are reliable and attractively priced should enable Winstar to establish a dominant position. The business success of Winstar's strategy can be tracked by looking at their rate of revenue growth. Once WCII passes the $1 billion annual revenue milestone it will be difficult for “professional investors” to miss the significance of this company's strategy and market value. WCOM better look over their shoulder. Regards and countless thanks, ...Hal