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Strategies & Market Trends : The Thread
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To: SirRealist who wrote (47675)5/21/2001 1:04:44 PM
From: figanin  Read Replies (2) of 49816
 
I think the BRZE FLRE combo now gives one of the best ( if not THEE best) opps in BBFW ( BroadBand Fixed Wireless).

HYBR ADAP PCOM VYYO AIRN TSLI TNSI WAVC ECIN etc - dead imo - there are about 22 players - about 15 pure-plays in the area.

Have followed the niche for over 1 year as I thought BBFW was the ultimate "last mile' solution. Revs were down in the niche last QTR - still some forecasters expect revs to increase over next few years - especially in Europe & Asia.

Will update Excel BBFW spreadsheet tonight - need to add some recent Revs....then will ponder some more.

BRZE FLRE - good play on pullback in my little 1/2-assed opinion.

fig
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