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

To: transmission who wrote (9969)	1/12/1999 6:23:00 PM
From: MangoBoy	Read Replies (1) \| Respond to of 12468

[Advanced Radio Telecom Announces Operating Results for Fourth Quarter 1998] BELLEVUE, WASH. (January 12, 1999) Advanced Radio Telecom Corp. announced today its operating progress for the fourth quarter of 1998, the first full quarter in which it commenced business as a facilities based broadband Internet Services Provider. "I am very pleased to share ART's fourth quarter operating results," said Henry "Harry" C. Hirsch, chairman and CEO. "Our progress is very much in line with our expectations for ART's first operating quarter. Even at this early stage with this being the first full quarter that ART has offered commercial services, there certainly is some cause for optimism as to ART's future business prospects." ART's operating results as of December 31, 1998 as compared to the end of the third quarter, September 30, 1998, are as follows. * The number of markets in which ART is commercially operative increased from one to three with the addition of the Portland and Phoenix metropolitan areas. ART introduced commercial service in the Seattle metropolitan area in September. * The number of buildings to which ART has acquired access in the Seattle, Portland, and Phoenix metropolitan areas increased from 53 to 155. * The number of buildings with full connectivity to ART's regional network including network management capability increased from 14 to 85. * Customer orders for service increased from 20 to 142. Of the 20 orders at the end of September, 17 were pilot test customers that converted into commercial customers. Because ART provides a direct connection between the customer premise and the Internet, this eliminates the need for having two separate vendors -- one for Internet services and one for dedicated access. In addition, by integrating broadband wireless and fiber optic technologies with a packet- switched IP and ATM network architecture, ART can provide small to medium-sized businesses with tremendous value for advanced Internet communications products and services.

To: transmission who wrote (9969)	1/12/1999 9:01:00 PM
From: SteveG	Read Replies (2) \| Respond to of 12468

<..WMB characterized their WCII deal as still just a wholesale arrangement they will offer their end users...> yup- as I suspect you know, I asked that question... but I'm not sure what you mean by "just", as ALL of WMBs biz is wholesale - that's all they plan on doing. And I would definitely watch for their IPO in the next 90-120 days. Mandl's presentation was packed. He maintained the spectrum they had (a lot of 1 channel/80MHz and a scattering of 4-5 channels 320-400MHz) was all the spectrum they felt they would need, and they further have no plans on owning (vs leasing) backhaul. Grubman's intro point was that he sees BBFW as becoming ubiquitous in the local loop for the 720,000 US commercial buildings (out of the 750,000 total, or about 97%) Andrew Lipman (purported #1 authority on Telecom regulation) gave a very interesting and very full talk. One point is he saw continued state by state relief to equitable CLEC building/access rights that he said specifically would benefit WCII and TGNT. other quick points: - Definitely no Telecom re-write, though noise. - No overturn of 8th circuit court. - All mergers would pass FCC/DOJ (in response to DW, BEL won't pay a significant premium. VOD is bartering with inflated stock price such that a 5-10% premium offer of VOD over BEL would probably still go to BEL. Much more than that would be VOD. BEL won't chase it much) -Internet telephony WILL be subject to Universal and taxed as such. Criterion may be if both ends of call are on an ISP network, they are a carrier. Grubman thinks Lipman is the most knowledgeable guy in this space (and he purportedly charges in kind) Redstone/Viacom was impressive! Malone tonight at dinner.