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

To: Mazman who wrote (10153)	1/25/1999 3:43:00 PM
From: MangoBoy	Read Replies (2) \| Respond to of 12468

<< Would this enable WCII to get/negotiate a better price in their own dealings with the RBOCs? >> hopefully irrelevant. WCII is trying to minimize its reliance on reselling RBOC lines.

To: Mazman who wrote (10153)	1/26/1999 2:27:00 AM
From: SteveG	Read Replies (1) \| Respond to of 12468

This is a setback for the RBOCs, which tends to dampen their inclination to deploy DSL. It could be argued that the more time to market WCII gets in their build before DSL comes onboard (and fwiw, I sold my WSTL at a small loss when it didn't ride up as I thought it might with Covad's IPO on Friday), the better. But IMO since DSL won't really be competing for serious business bandwidth, it could be argued that anything that slows down DSL is bad for BBFW. With companies like Covad forging ahead with partnerships with T, NXLK and QWST, DSL will likely continue to whet the business bandwidth appetite. And at SOME point, WCII becomes a strategic partner or acquisition target of the cash rich RBOCs, as well as of the fiber barons. Bottom line, IMO nothing can really slow the bandwidth avalanche at this point that we are at the forefront of.