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Technology Stocks : Advanced Radio Telecom (ARTT) -- Ignore unavailable to you. Want to Upgrade?

To: TheSlowLane who wrote (745)	6/8/1999 9:28:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 1176

Hi Paul: Regarding the market opportunity in front of ARTT, one element for you to ponder: given that ARTT offers only wireless data services, how many customers do they need per building in order to make the economics work for them? Note there exists a substantial difference between voice and data economics. ARTT 's latest press release seems to suggest it is going to meter the wireless pipe (figuratively speaking). On the other hand, Winstar still charges by the lines installed. It seems to me that it is easier to achieve the breakeven point in a building with voice services (or better, voice + data) than with ISP services only. So, ARTT still needs to demonstrate that its data only model can work financially (unless VoIP comes along real fast). Asa sideline, what struck me in the CSCO + MOT purchase of Bosch's LMDS operation was that the $100M sticker price looked low when compared to the Clarity Wireless $157M price tag. I guess, it's old tech against new tech (with significant intellectual property). Last point, I am wondering what BR is trying to prove. Unless there is a legal angle WCII can pursue, the ARTT sharehlders will approve the deal, since it is clearly better than bankruptcy. Best regards, Bernard Levy

To: TheSlowLane who wrote (745)	6/9/1999 12:42:00 PM
From: Lutz Moeller	Read Replies (1) \| Respond to of 1176

< Cisco took a piece of Bosch Telecom (not ARTT) with Motorola (not GE Capital). Has nothing to do with ARTT directly that I can tell, but it's interesting in terms of the sector.> Above tells me, some serious guys buy into the next generation data access/exchange path. I shall do some DD. 1. Fixed wireless is a lot cheaper to build than cables! 2. High frequency wireless is inherently broadband! Anyway this story looks like a soon big and bigger theme to me. Lutz