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

To: Alejandro who wrote (10456)	2/27/1999 9:18:00 PM
From: DreamWeaver	Respond to of 12468

ALL: Some LMDS news from the south. biz.yahoo.com DW

To: Alejandro who wrote (10456)	2/28/1999 5:57:00 AM
From: TheSlowLane	Respond to of 12468

My guess would be that the Japanese government gave away the spectrum to stimulate rapid deployment of these types of services. Perhaps they think that increased competition/lower cost of services in the telecom area will help (even a little bit) their economy. If you were in their position, wouldn't you want to do something/anything to help the economy? Also, as far as these international ventures go, I don't know for sure, but I would strongly suspect that there will not be any reselling of capacity to establish a beachhead as they did here in the US. In other words, the only services that WinStar will be deploying are BBFW links, which have the highest margins. SteveG, can you verify that? And no, I have no thoughts on NTT-TGNT. I'm sure that when TGNT merely announces their international plans, though, it will be good for a double or triple on the spot.

To: Alejandro who wrote (10456)	3/1/1999 9:00:00 AM
From: Steven Bowen	Read Replies (1) \| Respond to of 12468

"but I'm still doubtful. Well, not doubtful but cautious. 35 % of something for nothing kind of seems weird. There is no free lunch except for the real poor. Is the Japan Ministry of Post and Telecom giving away what the FCC is auctioning here ? Why would they give it away ?" Ali, don't forget, WinStar got most of their US licenses from the government for free. They were still receiving free licenses from the government last year, and still have some open applications with the government for yet more free licenses. These will most likely get granted shortly (just guessing, but I think most other applications have been granted). In any case, their outstanding applications will have to get addressed shortly before plans for the auction get too far along. So maybe there is such a thing as a free lunch. Steve