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: Bernard Levy who wrote (1311)	8/21/2000 8:28:47 PM
From: limtex	Read Replies (1) of 1860

BL - Bit negative from you of late. So far as WCII is concerned my viwe for what it it is worth is as follows:_ 1. Being around $30 is pretty good all things considered in this climate. 2. If BR and Nate get WCII to EBITDA positive 1st half next year then my view is that it will take off. I f on the other hand there is no clear and believable chance of getting to that or they issue a warning about almost anything then my view is that the trigger fingers on WCII will pull and watch out below. I happen to think they WILL get there 1st half next year. Took longer than many would have like but if it happens it will be worth it. So let just concentrate on how much the revenues have to grow to get there. Seems to me that a bit of speculation on that issue alone will help others in their own dd. AS far as JDSU Corning etc being overvalued I think it is worth reviewing what people like Bernie Ebbers say that WCOM has to spend on infrastrure annually for a good many years to come. That helps to get the valuation of these suppliers in better perpsective Best regards, L

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