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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..]
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To: caly who wrote (1795)6/12/2001 2:14:23 AM
From: Bernard Levy  Read Replies (1) of 1860
 
The ``big providers stealthily building the infrastructure.''
This must mean FON and WCOM. So far it is not so stealthy
and the degree of success is ho-hum.

What I see is that after the BK of service providers
(ART, WCII, TGNT), the equipt guys are biting the
dust right and left (ADAP is essentially dead, and soon
so will be PCOM, HYBR, VYYO, and then probably TNSI
and CRNT). I can only see STXN and perhaps NTRO as
surviving. By the time BFFW companies reemerge from
BK, most equipt vendors will be gone. This is not a
spigot you can turn on and off. Something does not
add up there.
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