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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: jack bittner who wrote (5924)	11/11/1999 6:16:00 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 12823

Hi Jack: Most observers would not agree that TGNT is the market leader in the LMDS area. Winstar is way ahead of Teligent in terms of customers and revenues. However, it is less of an LMDS pure play, in the sense that it attempts to build an end to end network (it has acquired long distance fiber from WMB and is also leasing metropolitan fiber from MFNX). NXLK is also aiming to be a full service telecom provider ( WCII and NXLK aim at becoming mini-WCOMs). TGNT is probably being built in order to be sold. The 4th player is ARTT, which has a great national footprint, and for which QWST is a large shareholder. TGNT gets the headlines and has the well connected partners (MSFT, NTT ...). However, if you go for vision and execution, NXLK and WCII should be at the top of the list. Best regards, Bernard Levy