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: silicon warrior who wrote (1330)	8/29/2000 12:53:47 PM
From: transmission	Read Replies (1) of 1860

Limey and not silly -- First highlight CSFB Fixed Telecom High Yield Update of 8/21 was on Funding Windows and Needs by quarter. Below are 7 of 14 that have some to lots of BWA involvement company funded thru need thru 2001 ABIZ 4Q00 $ 775 mil. WCG 1Q01 $2500 WCII 1Q01 $ 850 TGNT mid 2001 $ 475 NXLK mid 2001 $ 475 HY more conservative than equity analysts on fund needs and d-day. CSFB indicates ADLAC JV and equity infusion plus bank credit may solve ABIZ needs; and again is keenest on NXLK and WCII among fixed wireless. Anyone who has access to analysts SG used to post please help out too.

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