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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]
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To: MangoBoy who wrote (517)8/4/1999 4:59:00 PM
From: transmission  Read Replies (2) of 1860
 

Appreciate full DJ story when you can post, but below is final graph
from ML report on Joint Proposal to FCC on Access Charge Reform:

"Finally, as pointed out by Mark Kastan, Merrill Lynch's CLEC analyst,
two tpesof CLECs are particular beneficiaries of this plan. One is CLECs focused on the residential market giventhe proposal to raise local rates via an increased SLC: RCN is the primary name here and Mark has reiterated his positive view on that company. The other
category of CLEC beneficiary is is the broadband wireless category
including such companies as Teligent, Nextlink and Winstar - as their
wireless technology has superior economics to fiber in geographically
dispersed and less densely-populated business markets, which is where we believe this proposal raises fixed monthly charges and hence the price umbrella."
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