SectorTalk - Wireless Broadband - MMDS, Satellite, LMDS Message Board

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Technology Stocks : SectorTalk - Wireless Broadband - MMDS, Satellite, LMDS

ADAP 0.0502

-1.2%

Oct 31 9:30 AM EST

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To: P.M.Freedman who wrote (6)	1/21/2001 2:37:32 AM
From: SpecialK	of 7

At this point, I like UTSI and STXN most. All the rest are too risky, with the telecom spending up in the air. Of course, now is the time to buy some of these for the long term. Like CAMP on a pullback to 10-11, they have deals in good places, unfortunately they had a LookTV deal that is dead. so it hurts their comparables. The fixed wireless numbers when ramping should look good. Hope that helps. As you can see, my enthusiasm for the sector has waned. It is a short term view however. I don't know anyone that wants dialup internet access. And as the rollout of cable and DSL still seem slow, these opportunities as well as international will be huge.

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