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Technology Stocks : Leap Wireless International (LWIN)

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To: METMAN who wrote (1457)2/21/2002 1:20:20 PM
From: arun gera  Read Replies (1) of 2737
 
>Is this meltdown completely about short term funding fears which "appear" to be OK until Q42002>

It has to be regarding the short-term fears. Long-term, no analyst has a clear picture. Has anything drastic happened lately in terms of competition? Are any competitors taking away LWIN's customers in the markets that they are operating? Have not seen any indication.

Somebody out there seems to know a fact that we don't know.
Are LWIN's additions in Jan-Feb 2002 very weak?
Are Lucent or Ericsson withdrawing vendor financing? Do they want to be paid today instead of next year?

Arun
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