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

To: pkwknk who wrote (588)	8/12/1999 12:14:00 AM
From: Frank Z	Respond to of 1860

wcomp short interest fell to 25 millions in july from 28 m in june. Check out short interest chart at olook.com

To: pkwknk who wrote (588)	8/12/1999 7:49:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 1860

One piece of anecdotal evidence that supports the theory of problems with point to multipoint comes from yesterday afternoon's ARTT conference call. Henry Hirsch (or maybe it was Ron Alexa) stated that ARTT was still not deploying P-MP equipment in the 38 GHz frequencies because the vendors of that equipment were concentrating on lower speed requirements that would be needed in the CLEC environment rather than the data environment. This is in stark contrast to previous guidance that P-MP equipment would begin to be deployed this summer. My guess is that, for some reason, vendors are having trouble scaling up to higher frequencies, i.e. 38 GHz. Just a guess, and I'm sure that others on the thread have a better handle on the technical issues.