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Technology Stocks : Netro Corp - (NTRO) -- Ignore unavailable to you. Want to Upgrade?

To: Mark Oliver who wrote (340)	9/27/1999 9:23:00 PM
From: Secret_Agent_Man	Read Replies (2) \| Respond to of 792

LMDS, is a proven product.

To: Mark Oliver who wrote (340)	9/28/1999 12:04:00 PM
From: Bernard Levy	Respond to of 792

Hi Mark: QAM is used in a wide variety of applications: cable modems (as you note), ADSL and VDSL (though for ADSL, multiple carriers are used), MMDS, LMDS and high rate microwave links in general. LMDS is far from unproven: WCII, TBGNT and ARTT are moving fast in rolling out broadband wireless services for business. It is the residential market which is questionable (all of the above mentioned companies use antennas on top of office buildings). T acquired a bunch of 38Ghz licenses when it bought Teleport (part of the Biztel subsidiary of Teleport). The NTRO sell-off is just a valuation correction. As I indicated in one of my early posts on this thread, NTRO would already be richly valued if it traded in the $10-$15 range. I will not touch it until the price settles down to a realistic level. I think the tax loss season in December should be a good time to get in. Otherwise, the company is doing fine. It is still a small company, for which expectations have run away from the fundamentals. Best regards, Bernard Levy