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

To: TheSlowLane who wrote (683)9/28/1999 12:10:00 PM
From: SteveG  Respond to of 1860
 
tied up all morning on it - in a quick nutshell (still jammed) this Q is fine, but recent revenue and ebitda guidance for 2000 is lower than what most on street were looking for.

no one (yet) has lowered targets or ratings

NBMO should be putting out a "buying opp" note soon. whether others do or the buy side follows is uncertain short term. a little too much confusion currently, that presumably gets straightened out soon.



To: TheSlowLane who wrote (683)9/28/1999 12:16:00 PM
From: SteveG  Read Replies (1) | Respond to of 1860
 
btw, "low" bar revenue guidance for 2000 is now ~$650MM. (some analysts were MUCH higher) and ebitda loss is now conservatively <$150MM> with a number of analysts having modeled a much smaller number.

this was really the first time WCII ever GAVE guidance for 2000, but many had modeled significantly higher.

Grubman's model lowered yesterday, Riyad (FBR) went out early this AM Renegar (NBMO) is soon to go out - most others have yet to do so.


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