If things are indeed looking favorable, so be it.
I'm OUT of the fight now, on the sidelines.
Waiting for another drop to single digits which may not come, but dreaming is good (trust me - Dreams are key, but beating low expectations seem to be the name of this game)
I listened to ARTT's conference call (on the Artt web site via Real Audio -- cool) anyway they are still talking pt to pt.
Also more ATM switches to make it fly than originally planned, including even some switches in customer prem. are needed.
The operative feeling I got from those guys was "slow and steady"
Are we absolutly sure this pt. to mp technology is going to be there when we need it?
If so, what is taking so long?
I have participated in Wireless rollouts. They are NOT Brain Surgery, and they can really move quickly once O&P's are set.
But to me, IMHO, these rollouts (TGNT, and WCII) are taking more time than I would expect.
Also, the on-net off net numbers are telling us something, what I don't know. ("lines" are "lines" are "lines" -- but what is a line in this brave new world?)
Also, I have not heard much, if anything, from the inside the building eqiupment folks(coax taps, switches for multiple customers, demuxing process, ATM to 802.X LAN interface equipement, codecs, terminals that connect to PC's, connnections with existing and future Video Teleconferencing, wire closets are sometimes a Really big mess... just seems like hooking that up and billing usage correctly to the right end user in a multi-tenant building would require more than a little magic.
Where are the press releases from the companies working the terminal equipment/ wire closet stuff?
Is Lucent end-to-end?
Have they published product specs on the P to MP radio gear, along with everthing else in their network?
What's the secert?
Is this all proprietary or is it a standards based open system, If the latter, are standards bodies issuing docs for other companies to build interfaces for?
Why is it that rain fade and the corresponding troublesome signal attenuation are no longer an issue or even discussed here.
Has the Physics changed. I think not. Was the D.C. test that conclusive?
(Remember Tex. Instruments bailed on this LMDS tech./ internal bus. plan, over a year ago -- claiming corporate mumbo jumbo.
I've watch with horror as CVUS went south in the biggest of ways.
Lastly, these BIG splashy ads are VERY disturbing to me, either marketing is not talking to engineering about the realiities of the network coverage, or we have two companies here reselling RBOC lines and dark fiber/coax while claiming that they are or are becoming something else, something really neat and big in the future.
Until then though, it's lower margins, and lack of product differentation from all the other thousands (billions !!!) of CLEC's appearing due to the telecomm act.
Also, with critical truck side to trunk side switch connections, what is the average time it takes WCII to get Mr. RBOC to provision these circuits.
Do the orders ferment and grow stale in RBOC in-boxs waiting for Mr. RBOC to get what it wants first (Long Distance, etc.)?
Could this be major part of the delay?
If so were are the noisy WCII /TGNT lawyers? -- Bring in the Lawyers!
If WCII was really that low on cash a month ago (as Bernard has suggested) what kind a deal do you think WCII really walked from LU with?
Rememeber they were at $9-10/ share at time.
Something is holding this stock down, and IMHO it is not the MM's or the biggies playing day trader option games, etc.
IT is something more fundamental, something simple.
Like maybe these companies are intensionally moving slowly (causiously)waiting for the killer application to come along.
Or maybe, just maybe, they are being built to be sold (therefore don't spend anymore capital than is nessasary)
Has anyone talked to an actual customer of the bypass pt to mp service?
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Now, what do you think,have I talked this stock down enough?
Do the millions of shorters know more than the rest of us?
If so what is it?
Debt?
No I don;t think so.
Revenue projections?
Perhaps.
Competetive pressures -- you bet.
The window of opportunity is upon us, when will it close?
DreamWeaver. |
