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Technology Stocks : Advanced Radio Telecom (ARTT) -- Ignore unavailable to you. Want to Upgrade?

To: Obewon who wrote (872)	11/9/1999 7:27:00 PM
From: silicon warrior	Respond to of 1176

Thanks much for the report.

To: Obewon who wrote (872)	11/9/1999 7:55:00 PM
From: MangoBoy	Read Replies (1) \| Respond to of 1176

Thanks for the notes. Some additional notes: -- San Jose already seeing double-digit percentage building penetration. -- "Covad-like business model" -- New CEO will be data-focused, a known and respected name (to Wall Street), proven operational skills. -- Expect two years to EBITDA break-even in new markets. (Talked with ARTT IR after the CC. He said this is a very conservative estimate; EBITDA break-even may well come sooner.) -- The new IR guy, Brian Heagler, is very good. Much more accessible and knowledgeable than Lori Lawrenson. replay: vcall.com