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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]

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To: SteveG who wrote ()4/13/1999 2:42:00 AM
From: SteveG   of 1860
 
The long awaited focus on bandwidth has finally taken Wall St. by storm.

Companies involved with wireline (telco copper) based digital subscriber line (DSL) are turning money managers and momentum traders upside down in their zeal to participate in the technologies that will bandwidth enable the internet's anticipated full capabilities.

"Broadband all the buzz on Wall Street"
news.com

I had the opportunity last week to make the case of a serious valuation gap between DSL and BBFW companies to several sell side analysts.

(background:)
Message 8779556

Message 8798629

Message 8798701

The following post is one analyst's consideration of this.
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