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

To: SteveG who wrote (10382)	2/20/1999 6:23:00 AM
From: Gary Kline	Read Replies (1) \| Respond to of 12468

Steve G, Thank you for the reports on WCII, TGNT and NXTL very informative. Keeps me focused on the fundamentals rather than the sudden ups and downs in price. I found an interesting advertisement regarding WCII in the 3/1/99 edition of Fortune magazine. There is a statement that WCII breaks even having just one customer in a building for their outlay in capital expense (assuming an average customer has 20 lines). Additionally, a fiber based carrier would need to sell 140 lines to recover their cost outlay. In the Lehman report they stated there was a radio on each of the 1000 Millenium buildings. Williams bought 2% of WCII U.S. network capacity for $400 million. One could ask a few questions: what value will the network have when they are in the top 60 U.S. markets? add in 50 international cities? Warm Regards, Gary