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To: Mark Dawood who wrote (821)	1/12/2000 1:35:00 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 1762

[CIBC/Oppenheimer New Price Target: $40] 1/12 CIBC/OPPENHEIMER raised target to $40 Source: Posted on Yahoo thread (Needs Verification).

To: Mark Dawood who wrote (821)	1/13/2000 1:06:00 PM
From: Rob Preuss	Respond to of 1762

Folks on the Yahoo thread are speculating that Nextlink is the unnamed buyer who recently signed a $150M 3-year contract with DMIC. This speculation is being fueled by this article: biz.yahoo.com I find the speculation to be plausible. The second paragraph states: ``The technology performed well during the field trials,' said NEXTLINK Chief Technology Officer Doug Carter. ``There are very obvious opportunities with our existing and potential customers to provide point-to-point broadband wireless service and we intend to capitalize on these quickly. Additionally, the first generation point-to- multipoint technology performed as expected, and we are beginning lab testing of the second generation equipment that we plan to deploy throughout our networks this year.' If I had to guess, DMIC is the leading supplier of the 'point-to-point broadband wireless' products alluded to here and PCMS/Siemens is the leading supplier of 'first generation point-to-multipoint technology' while NTRO and Ensemble represent the 'second generation [point-to- multipoint] equipment'. In any case, this isn't an all-or-nothing proposition for any company... Nextlink and Winstar both want to buy interoperable equipment from multiple vendors so they're not stuck being dependent upon a single source. Moreover, anytime some P-MP equipment is sold, there's usually also a need for some P-P equipment as well, and that's where DMIC shines.