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Technology Stocks : Advanced Radio Telecom (ARTT)

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To: Bernard Levy who wrote (647)5/10/1999 10:35:00 PM
From: Richard Dunaven  Read Replies (1) of 1176
 
Bernard,

I more than anybody value your input on these boards even though we don't discuss much together. I was one of the original posters on Prodigy which migrated to here when WCII was in it's infancy.

I stay in the fray because I don't try to speculate much and have for the most part tried to offer factual info to this group.

What I don't understand and maybe you can help me on is why you think that 2-3 channels is not enough to gain good market share for a Co like ARTT? Each channel can deliver up to 155 MBps which is far more than most Co's need and considering the fact that most systems will be on a Bandwidth on demand basis and never use all that at once, then most small businesses and medium size businesses could be served quite well.

Are you telling me that they don't have enough channels to service the internet market which ARTT has focused on? I think it is plenty based on what most Co's want and will pay for in this ISP business.

This is not a CLEC like WCII and TGNT are and should not be categorized as such. That is not to say that some day the tech won't migrate that way. IP over ATM for voice, data and video is not far off so who knows?

So tell me please, as we are all wanting to know why are 3 channels not enough to compete in this world of ever advancing technology.

It doesn't take a gig (1000 mhz) to be a competitor, nor does it take WCII's 5-7 channels in the 38 Ghz range to be a competitor as technology changes.

With all do respect, please enlighten me!

Ric D.
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