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Technology Stocks : CellularVision (CVUS): 2-way LMDS wireless cable.
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To: Bernard Levy who wrote (812)1/6/1998 9:43:00 AM
From: Brian Coakley   of 2063
 
Bernard, The debt/cash situation has been addressed in the last several conference calls with the co. They have stated that losses will peak in 4th quarter 97 and begin declining in 98 and then become EBITBA positive (cash flow positive) in 1999. Now, it is a matter of execution, and only time will tell.

They made two recent acquisitions where the company went out of it's way to highlight the accretive aspects of the transactions so that, presumably, analysts would not think that they had changed their plans to focus on becoming cash flow positive by 99.

Regarding the residential aspect of ATT's customer base, I don't think any one company is going to provide all of what ATT needs. They will acquire some peices, resell some more, and build the rest. The mix of that will determine if WCII is a good fit. You may be right on, and in that case it becomes more important that they continue to execute, which, so far, they appear to be doing.

Sorry about the WCII post on this thread.

Thanks for your comments, Brian
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