Advanced Radio Telecom (ARTT) Message Board

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Technology Stocks : Advanced Radio Telecom (ARTT)

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To: Stockgirl who wrote (638)	5/9/1999 3:57:00 PM
From: Bernard Levy	Read Replies (2) of 1176

Stockgirl: Re. ''Cisco isn't doing this without wanting to eventually own the whole thing,'' shows how little you know about the BBFW business. CSCO is a networking equipment company, not a telco/ISP. Re. CSCO offering equipment financing, CSCO is not a wireless equipment vendor, so all the financing would give ARTT is some networking gear and software. The wireless equipment would have to come from somewhere else. What most of the ARTT boosters such as yourself are missing is that BBFW valuations are NOT based on spectrum holdings. They are based on a combination of customer base and revenue, equipment deployment, and spectrum holdings. ARTT is severely lacking in the first 2 areas. Also, the closer we get to the 39Ghz spectrum auction, the lower ARTT's spectrum holdings should be valued. I wish you good luck, but if ARTT ever reaches a valuation of $30 as you promise, shorting it would become an attractive way of hedging a long WCII position. Bernard Levy

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