Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] Message Board

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

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To: Mazman who wrote (657)	9/9/1999 2:34:00 PM
From: SteveG	Read Replies (3) of 1860

as several here know, Winstar is just concluding an impromptu but well attended analyst day. the anticipation of which likely caused yesterday's runup, and with no "major" announcement today (vis a vis WMB last year, though it's definitely a plus to have Tishman's properties in the fold), we are seeing some low volume trading pullback. WCII presented an enterprise distribution technology using Lucent (likely Stinger-based) DSL and DSLAMs. The current focus of WinStar is very much in highlighting their data and content strategy as a package with their distribution capabilities. Office.com will play a major role (and was demo'd to some extent today), but may not be rolled out until later this Q or Q4. As always, lot of pokers in the fire, and with a strong Q3 coming to a close, look for some further fund interest going into Nov. And maybe an initiation of coverage or two. And maybe some increased price targets as a result of stronger long term guidance for data revenues. some recent links: WinStar's Last License Windfall zdnet.com A Tree Grows In Phoenix zdnet.com (and looks like ARTT gets their QWST sale)

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