Leap Wireless International (LWIN) Message Board

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Technology Stocks : Leap Wireless International (LWIN)

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To: alburk who wrote (2290)	7/1/2002 11:18:12 AM
From: bruce_hamilton	Read Replies (1) of 2737

Andrew, What I worry about is the negativity in all things Telecom, especially Wireless Telecom. Any good news this quarter will be ignored. Negative news regardless of relevance will be HIGHLIGHTED. The fraud issue although under control will be mentioned with gusto, the need for addition $200M in VF loan covenant realinement will be made to look like a $200M short fall and burn rates discussed ad nauseum. The press is hunting for anything negative in the telecom sector to advance their thesis of the near demise of the industry. The pendulum has swung away from Telecom, when will it swing back? That is the question, and are you willing to put your money on the line for the time it may take for LEAP to prove their business plan? Lately, any bet on the rebound of LEAP shares has been met with huge losses. Long term, I also worry about QUALCOMMs further improvements to CDMA technology making is possible for the likes of SPRINT and VERIZON to compete in LEAPS space. I still like LEAPs business plan, but it may take longer than we think to convince Wall Street of the possibilities. Bruce

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