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Technology Stocks : Advanced Radio Telecom (ARTT)
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To: mmeggs who wrote (634)5/7/1999 3:38:00 PM
From: Bernard Levy  Read Replies (2) of 1176
 
mmeggs:

The CSCO rumor does not make much sense. While it is true
that CSCO bought Clarity Wireless, you all seem to forget
that CSCO's wireless hardware partner is Bosch Telecom.
Given that ARTT has already some LU equipment financing
and some LU equipment, you would have an implausible
line up of equipment suppliers.

Also, if all what ARTT has been able to garner is
some vendor financing, look out below. ARTT has always
been an underperformer in the fixed wireless business,
and it looks like we are seeing more of the same. I really
fail to understand where the optimism is coming from.
The company is about to run out of cash, and all what
it seems to be able to muster is vendor financing (which
it already has from LU). If this is all what Henry
Hirsch can produce, the market reaction won't be pretty.

Best regards,

Bernard Levy

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