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

To: SteveG who wrote (805)	10/19/1999 10:04:00 AM
From: SteveG	Respond to of 1860

Dawson on AT&T's Project Angel: Message 11635389

To: SteveG who wrote (805)	10/19/1999 10:56:00 PM
From: SteveG	Read Replies (2) \| Respond to of 1860

yesterday, Hodulik from PW took Winstar around to institutions in NYC. Today, Hoexter from Goldman took WCII around to get the story out to insts in Boston. There is a focus on margin improvement these days (no time tonight to post details, but the 5 point focus should be out in some analyst reports sometime soon), and margin guidance for next year is Q1-39%, Q2-44%, Q3-49% and Q4-52-53%. Also, it seems that Teligent's Buddy Pickle and crew have been in the market for some equity partnership. Previous rumor of $1B from (non-strategic) KK&R still floats, but meetings with a number of folks - including strategic partnerships have apparently been underway. The thought is something will be announced sometime soon. Fwiw, these kind of rumors have also been whirling around WCII, with the last partner rumor being MSFT. It is no secret that BR is continually on the lookout for ways to increase shareholder value, so ongoing discussions with a NUMBER of potential partners would be totally expected. Price and strategic relationship will of course be key off to PopTech in Camden,ME in the AM