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Technology Stocks : Superwire.com (SUPW) a new contender among broadband ISP s
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To: Adventure who wrote (2)6/30/1999 8:01:00 PM
From: Goodboy  Read Replies (1) of 26
 
Seems the folks at Lunny are starting to give the public a little taste of what they have been putting together for the broadband portal. Latest Quicktime stuff, latest java stuff and the eye candy latest Flash stuff. I really think this portal is going to be big and they will be one of the first really creative sights for broadband on the web. Having the Lunny Group as part of the Superwire company roster is much bigger than most think.

I have got some news for those people out there talking about the 8 mbs advertisement. It is not only for real, but the speed isn't the biggest deal. The delivery of that speed from the CLEC or ILEC switch is the key. Superwire can deliver that speed much farther away from the co-location area and for a much lower capital cost than the other providers. Most Superwire shareholders know that this is due to the use of the Entrata device. When Superwire hooks up their first building in NYC and flicks the switch, there will be no looking back.

Let us not forget Entrata itself. Seems they are moving as fast as possible in terms of convincing some major isp's or clec's to bring the product into their infrastructure. Although testing can happen in weeks, integration and strategic decisions from the system architects can take many months. I think we are entering the end game in that cycle. When Entrata breaks throught with their first major order, you best understand that we are not talking about the potential for 10's of millions in orders over the next few years. The right ball park is 100's of millions in the coming years. This is a big product with global potential and they likely have the ability to stay in front of the R&D curve.

This story will clear up by the end of the summer, the stock will be listed on Nasdaq, they will likely raise more money to expand their offerings and accelerate their roll out and the street and competitors will take notice. The Roadrunner/@Home, RCN cable modem, etc. service are a joke compared to the speeds these guys will deliver. As for their DSL competitors, good luck. Check out what a DSL connection costs in NYC to run at 1mps. Check out what a T1 or fractional T1 costs.

It won't matter if you bought this stock at 8, 5 or 3.50, the bottom line is that it will head into the teens as the story clears and the company progresses with their very real, very lucrative and very special technology and service. Good luck.
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