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...long time holder of WCII and longtime student of fixed wireless and its strengths in speed to mkt, pricing efficiencies, and huge bandwidth capabilities...I love Teligent!!! Alex Mandel's road show highlites and validate the value of fixed wireless ..to give you some perspective, as recently as 2 yrs ago, some of the Street geniuses were worried that these microwave radios would explode in the snow---now we are valuing, in the equity market a Teligent ,which has its licences and management as its only asset. WCII was there 2 yrs ago when everyone thoiugh backing in a hoe into concrete was better than wireless...the competition are the RBOC's, and the market is huge...there is more than enough for WCII,Teligent, and others to feast on.. These wirless CLECs also represent a quick roadmap into local business for T, MCI, Sprint and WCOM.....in terms of valuation, WCII is worth almost double the present mkt value if valued the way BPFT(a fiber optic CLEC like TCGI,ICIX,etc) was valued in terms of 1998 revs when bought by WCOM....so now hopefuuly the wireless future will get its proper due..so hail the IPO, may it prosper..PS any date yet, and which inv banks are in on it, at what $$$ value??? |
