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Technology Stocks : Advanced Radio Telecom (ARTT)
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To: TheSlowLane who wrote (745)6/8/1999 9:28:00 PM
From: Bernard Levy  Read Replies (1) of 1176
 
Hi Paul:

Regarding the market opportunity in front of ARTT, one
element for you to ponder: given that ARTT offers only
wireless data services, how many customers do they need
per building in order to make the economics work for them?
Note there exists a substantial difference between voice
and data economics. ARTT 's latest press release seems to
suggest it is going to meter the wireless pipe (figuratively
speaking). On the other hand, Winstar still charges
by the lines installed. It seems to me that it is easier
to achieve the breakeven point in a building with
voice services (or better, voice + data) than with ISP
services only. So, ARTT still needs to demonstrate that
its data only model can work financially (unless VoIP
comes along real fast).

Asa sideline, what struck me in the CSCO + MOT purchase
of Bosch's LMDS operation was that the $100M sticker price
looked low when compared to the Clarity Wireless $157M
price tag. I guess, it's old tech against new tech
(with significant intellectual property).

Last point, I am wondering what BR is trying to prove.
Unless there is a legal angle WCII can pursue, the ARTT
sharehlders will approve the deal, since it is clearly
better than bankruptcy.

Best regards,

Bernard Levy
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