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Technology Stocks : Broadband Wireless Access [WCII, NXLK, WCOM, satellite..] -- Ignore unavailable to you. Want to Upgrade?

To: silicon warrior who wrote (468)	7/8/1999 7:29:00 PM
From: Bernard Levy	Read Replies (1) \| Respond to of 1860

Hi SW: Don't get too excited about MCOM. Its service will be replicated by next generation's W-CDMA devices. So, its valuation looks totally absurd. However, the float is tiny, so that shorts are getting massacred. Much too dangerous to go either short or long. Best regards, Bernard Levy

To: silicon warrior who wrote (468)	7/9/1999 2:41:00 AM
From: SteveG	Respond to of 1860

I sold too soon - but the Richochet service is great if you can get it. I set my niece up with it at GWU (universities get a LOT of students signed up) last year - makes a big difference. Since W-CDMA is not expected out for a couple of years (even QCOM's pre-emptive "proprietary" Mb service won't be released until later next year, and then only in selected markets), I suspect that Richochet (with strategic and financial support from WCOM and Vulcan) will really take off. IMO, makes considering a short even at these lofty valuation levels very questionable.