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Technology Stocks : CAWS - Wireless Cable (New and Improved)
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To: WTC who wrote (5476)7/31/1998 7:39:00 PM
From: Zorro  Read Replies (1) of 5812
 
WTC et al,

I was recently contacted (privately) by a MDS licensee who is developing several markets in the US. He is also a regular reader of this thread. I will withhold his identity unless he indicates to me otherwise. He currently holds a rather large position of CAWS and seriously believes that CAI's assets should be valuated somewhere between $750M and $1B!!! He also acknowledged that spectrum valuations can be highly subjective, thus justifying his position. I hope to get more info on the basis of his valuation.

In any case, CAI's ridiculous valuation of its wireless channel rights will definitely not go unchallenged in court. At a minimum, the new assessment should include a very thorough engineering, legal and marketing analysis. The engineering analysis should include interference studies for ALL channels in each market. The legal analysis should include a complete review of all lease/purchase contracts. The marketing analysis should identify which wireless applications are most likely to succeed in each market and provide the framework for CAI's business plan. Now, if CAI management had only performed all of the above in its valuation instead of taking an easy & sleazy way out, then maybe they could have partially justified those not-too-shabby bonuses.

Zorro
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