Winstar Comm. (WCII) Message Board

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Technology Stocks : Winstar Comm. (WCII)

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To: Henk Wondergem who wrote (11660)	12/6/1999 1:45:00 AM
From: Bernard Levy	Read Replies (2) of 12468

Hi Henk: a) The market response to VOFDM is really dependent on its selection by WCOM/FON for MMDS rollout. Note that VOFDM has been tested successfully in Hong Kong. b) There is little similarity between WOFDM and VOFDM, except in the mind of Wi-Lan stockholders. Keep in mind that OFDM has been around for a long time. I don't understand all the hype surrounding Wi-Lan. Its stockholders are being set up for a massive disappointment. At best Wi-Lan will be a player in the wireless LAN market, but I do not expect it will play any role in the 3G/MMDS/LMDS arena. c) How CAMP and ADAP will do really depends on WCOM/FON's decision. It could even be argues that CAMP will do well no matter what since it is more of a component maker and the satellite segment of its business is doing very well. Best regards, Bernard Levy PS: I do not advocate shorting any of the above stocks, since the current market is not rational.

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