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Technology Stocks : Advanced Radio Telecom (ARTT)
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To: MangoBoy who wrote (242)10/23/1998 10:24:00 AM
From: SteveG  Read Replies (1) of 1176
 
As you may have heard, Hirsch hasn't apparently been interested in being acquired by WCII. I question whether LU/WCII would change that. IMO, it was never a matter of WCII *having* enough $$.

AFA P-MP - LU doesn't really have P-MP (though they bought HP's 30 engineer LMDS team to push it forward). The $2B is likely primarily for LU switches, DLCs etc. 35% can be for non-LU equipment - likely with LU doing system integration. I suspect LU has looked closely at PCMS (and probably DMIC and others)
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