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To: Dale Baker who wrote (9880)	8/19/1999 2:50:00 PM
From: HandsOn	Respond to of 118717

Wow great trade, just picked up some PETM at 4 13/16. It looks like a double bottom.

To: Dale Baker who wrote (9880)	8/19/1999 3:07:00 PM
From: JSB	Read Replies (1) \| Respond to of 118717

Congrats, DB. Out of your slump, perhaps. I traded it twice, ended up losing 2 bucks after it was all done. Boredom is a dangerous thing. <vbg> I did pick up some more NETP. Thinking about a bit more FGI and ITIG. I sold PETM yesterday on that small bounce. I don't know about that stock.

To: Dale Baker who wrote (9880)	8/19/1999 4:49:00 PM
From: Steeliejim	Read Replies (1) \| Respond to of 118717

Dale, I'm still riding. I could be wrong of course, but NTRO has the feel of another RHAT or JNPR--namely, it might have another couple of days of steam under it. Longer term, it looks like it has the right product for the right market with the right backers. I'm pasting a post from the NTRO thread below which talks about the booming wireless broadband market <<ggg>>. Jim To: mact who wrote (21) From: djane Thursday, Aug 19 1999 11:53AM ET Reply # of 79 2/99 Broadband Wireless World conference notes from Pat Mudge. Gives an idea of the NTRO market opportunity... SI: StockTalk: Communications: Vari-L (VARL) View Next 10 Messages \| Respond \| Previous \| Next To: Robert Sheldon who wrote (958) From: pat mudge Wednesday, May 5 1999 6:46PM ET Reply # of 1161 Robert, I've dug out a few notes from Broadband Wireless World conference in San Francisco in late February. There were close to 800 attendees versus 150 the year before. Teligent's Buddy Pickle made several predictions: * Demand for fixed wireless will explode and in five years there'll be $10billion revenues globally versus today's $50 million. In ten years it'll escalate to $30 billion. * International market will be larger than U.S. over the next 5 years. * More business customers in 10 years than fiber optic. Costs $350 million to add fiber to one building. * Small and medium sized businesses will jump into e-commerce more than anyone realizes today. At end of 5 years there'll be 20,000 websites a day added to internet. * Cost for equipment will plummet. This will drive new entrants to business. As costs come down, market goes up. * World is changing. Lines between voice, data, and video are blurring and will eventually be one. Old networks will be gone. There'll be one network. Fixed wireless can adapt to that network. Lucent's Larry Schwerin: Only about 5 to 10% of businesses are connected to fiber. We're in the beginning stages of wireless broadband. 70% of businesses are out of reach of fiber. Advanced Radio Telecom's Harry Hirsch: Fiber growth to buildings was 65% in '96, 44% in '97, and 9% in '98. It would take 200 years to connect all the major buildings. NextLink's Margaret Marino: We've targetted 27 million business lines by end of 2000 in the majority of top 30 markets. We opened 7 markets in '98 and will have 10 launches in '99 and 60 markets by the end of 2000. Deployment plans: technical trials by the end of Q2 '99 and commercial deployment by Q4 '99. WNP Comm's Tom Jones: We're the largest spectrum holder on planet. Using ATM-based switches running IP, our equipment trials began in November. In Jan. we decided to merge with NextLink. What's certain is that there's an insatiable demand for data and speed and fiber hits only 3% of buildings in the U.S. ATT Wireless' Laurence Seifert: We've completed technical trials and are burning in marketing and support systems now. Need system that's evolvable to VoIP. Need wireline quality and life-line service. Need non-line-of-sight for consumer market. Need capacity and scalability. Need to activate services over the air (no truck roll). Lucent's Mohammed Strakouri: We have multiple trials across the market. ART and WinStar are key customers. Also working with Netro. Nortel's Douglas Smith: ATM-based IP. Must be flexible. Reliability has to be telecom-level. Newbridge Networks's Bernard Herscovich: Started 4 years ago and are now in Phase 4 --- delivering service to providers. Three goals: make customer successful, bring innovative state-of-art product lines, and design, deploy, and install end-to-end solutions. ATM-IP/Routing-radio in one box. Associated costs coming down: power, base station, etc. Reliability: if you start with good platform you can have as many 9s as you need. LMDS in the metro market? Last six months broadband operators have become more aggressive and will compete with fiber where there is fiber. [NN has announced 5 LMDS contracts to date.] It's clear statistics are all over the map at this point but it's also clear the market is heating up and services being turned on. The major CLECs involved are WinStar, Teligent, NextLink, and Advanced Radio Telecommunications. Does anyone know if Vari-L has estimates for their segment of the market? I know it's not their primary focus but I'd like to know how they're positioned. Later --- Pat

To: Dale Baker who wrote (9880)	8/19/1999 5:24:00 PM
From: HandsOn	Read Replies (1) \| Respond to of 118717

Dale I see a 212,700 trade on PETM at 4:18 at 4 13/16 at Quote.com Can You confirm that for me on level II thanks.

To: Dale Baker who wrote (9880)	8/19/1999 5:26:00 PM
From: Dale Knipschield	Read Replies (2) \| Respond to of 118717

Took my three points on RIMM and ran today. Would have stayed longer, but I'm overexposed in the tech sector. Also sold WFR for a 100%+ since Jan. Taking a hit on ASYT, though. They're up to their usual shenanigans to increase authorized # of shares (from 20 mill to 50 mill!). Bought WMT and AMAT yesterday. AMAT will recover soon, IMHO. WMT is a long-term play. Expansion plans in Europe, and banking and groceries here in the states point to continued profit growth. Cheers! Knip