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

To: Edward Murphy who wrote (10202)	2/1/1999 12:59:00 PM
From: SteveG	Read Replies (1) \| Respond to of 12468

Scheduled to price Wed for Thurs. Don't know if anyone caught that Zito went a little more positive and raised his target ~2 weeks back (seems he's finally starting to get the WCII story from reading here <g>): "....we continue to favor T (O/2 $100) and WCOM (B/2 $90) on the large-cap side as both offer positive cash flow and solid visibility into the accelerating earnings streams. On the small-cap side, we continue to like fixed-wireless providers TGNT (O/4 $48) and WCII (O/4 $52) in light of our belief that they are well-positioned to provide the services to a broad addressable market. Thus. we have raised our target on TGNT to $48 from $37 and on WCII to $52 from $45 as we believe visibility into the strategic importance of fixed-wireless solutions will continue to increase over the next year.." Today's T/TWX deal (C. Michael just live on CNBC) further underscores the emphasis T places on broadband delivery. So now that they will pass more than 58% of the US homes, how do you suppose they (and all the other IXCs/RBOCs) plan on getting to that juicy highband business revenue?