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Technology Stocks : Advanced Radio Telecom (ARTT)

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To: silicon warrior who wrote (1148)10/16/2000 6:25:49 PM
From: Bernard Levy  Read Replies (1) of 1176
 
Hi SW:

First of all, my condoleances. However, I did not really
predict ARTT is going under. My view has been that
ARTT was more risky than NXLK or WCII, and I never liked
the strategy consisting of stockpiling licenses without
developing the operating side of the business. The
``last mover'' strategy as named by MangoBoy was really
dependent on a healthy debt market. Right now, I am not
sure even T or WCOM could borrow money on WS.

The sector really needs to consolidate. Although there
would be large redundancies, a XOXO + WCII merger would
lock in the sector forever.

Best regards,

Bernard Levy
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