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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?


To: Densiebj who wrote (18901)1/18/2000 7:02:00 PM
From: American Spirit  Read Replies (2) | Respond to of 57584
 
Thanks, yes BEBE should fly now. It had better. My internet reputation and portfolio balance are depending on it now. Certainly has everything going for it now fundamentally.

As for LOR I noticed it spiked down today. Hmm. One of my favorites but I'll wait for 19. Noticed JNJ come back down to 91 today. I have traded that SOB from 90-95 five times now. Guess I might have to do it again. IBM coming back down too. Hmm, guess I did do the right thing selling at 121. Might buy that back too. Lu's gotta turn around. WCOM looking attractive at 45. I'll pounce at 43. FATB down from 35 to 19. So many stocks, so many choices.

What the hell will happen with EGRP? We'll see tomorrow.



To: Densiebj who wrote (18901)1/18/2000 7:17:00 PM
From: Kanetsu  Read Replies (1) | Respond to of 57584
 
Rande,

I took your advice and picked up corl after hours at 23 3/4, already at 24 bid. Hoping that we can at least hit 25 on the pre cnbc appearance hype, or are you thinking corl could pull a netp and run to new highs? I know you like their products, you've been talking about them long before the linux hype begin. Have a feeling we'll be swimming against the tide with NASD futures down over 30 after hours though.

I plan on picking up LOR also, I noticed it is the latest of Gilder's picks, (though he picked it a long time ago) and just about the only one of his picks not to quadruple yet.

Used to love FATB, in fact I'm wearing their t-shirt right now. However, the listings on their e-matter site were not growing and I could see the momentum wane. Escaped at at 42 and 36, so 19 might indeed be the place to re-evaluate.

Aether finally came through for me, I knew I was ahead of my time on that one, mom sure is happy, I made her buy it at 58. Also holding ssol, a baby aether, low floater, but I'm afraid your late to the party on ssol.

Finally, still have my scii, my mole (I sound like tokyo joe now) told me that they will demonstrate their products for analysts in ten days. He attended an analysts meeting yesterday and the general consensus was either it's one of the greatest scams ever perpetrated, or they are for real and the technology is amazing. In any case, we should know in a couple of weeks. Admittedly, most are flying blind on scii and I know that is not your style.

As you can see, I'm heavily into wireless, think it will be the net stocks of this year.

Sorry, didn't mean to write a novel, all these profits are making me giddy. <g>



To: Densiebj who wrote (18901)1/18/2000 7:52:00 PM
From: Rande Is  Respond to of 57584
 
Adaptive Broadband Signs $225 Million Contract With Telecom Wireless Corp. for AB-Access Fixed Wireless Broadband Equipment

SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 18, 2000--

"Next-Generation Communications Company"

Cites AB-Access(TM) as Vital to its Business Strategy

Adaptive Broadband(TM) Corporation (Nasdaq National Market: ADAP) announced today that it had signed a $225 million, five-year contract to provide its AB-Access fixed wireless broadband equipment to Colorado-based Telecom Wireless Corporation (TWC) (OTC BB: NOYR).

TWC's business plan focuses on the convergence of video, voice and data in order to bring broadband connectivity, content and e-commerce over a wireless platform through the Internet to residential and business customers in both the United States and abroad.

AB-Access Key to E-Commerce, the Internet Growth Driver

"Adaptive Broadband's AB-Access product is a key element in TWC's strategy to deploy a digital wireless platform enabling us to provide competitive product and service offerings to contend with our national competitors," said Calvin D. Smiley, president, Telecom Wireless Corp. "This will position TWC to provide an affordable and reliable 'last mile' solution for business and residential subscribers, which traditionally has been offered by the Regional Bell Operating Companies, or RBOCs." "We have tremendous confidence in Adaptive's AB-Access product and feel that it is a significant cornerstone to TWC becoming a next-generation communications company delivering high speed data and access solutions globally."

"Business-to-business e-commerce will account for 80% of Internet traffic five years from now, according to industry reports. To succeed in the e-commerce arena, two-way, high-speed transmission of multimedia applications is mandatory. AB-Access, with its current high-speed data rate of 25Mbps and planned 100Mbps this year, offers superior broadband wireless data networking capabilities. It's abundantly clear that AB-Access is an e-commerce enabler," stated Frederick D. Lawrence, chairman and chief executive officer of Adaptive Broadband.

About AB-Access

AB-Access bridges the last mile, replacing the local loop for business and residential subscribers. It offers data transmission at rates up to 25 Mbps, which provides the capability for real-time video conferencing, transmission of full streaming video, web surfing, and transmission of data files - all simultaneously and over one connection. Product bandwidth is planned to expand to 100 Mbps in mid-2000.

AB-Access technology spans the frequency range from 2 to 42 GHz. The first releases for AB-Access are for applications using the 5 GHz U-NII (Unlicensed National Information Infrastructure) and 2.5 GHz MMDS (Multi-channel, Multi-point Distribution Service) frequency bands. Telecom Wireless Corporation licenses MMDS spectrum in Florida and will conduct a marketing trial with Adaptive's MMDS product. Adaptive Broadband plans to introduce an AB-Access product for the 3.5 GHz market in Europe during the first quarter of 2000.

Point-to multipoint wireless networks being deployed with AB-Access include transmission hubs that contain six transmitter/receivers, each having 60-degree access points for complete 360-degree coverage. These access points are each serviced by an ATM-configured transceiver with a 25 Mbps channel, which can be shared by up to 256 active service users because bandwidth is dynamically assigned. This scheduling is made possible by the product's proprietary MAC (media access control) software, as well as by ATM's small fixed cell length. The technology allows bandwidth to be supplied with cell-by-cell precision, essentially providing packet-on-demand capability. The ultimate result is that bandwidth of up to 25 Mbps is readily available to all users on the network.

About Telecom Wireless

Through strategic acquisitions and technology enhancements, Telecom Wireless is being positioned to build a digital wireless platform to challenge dominant players who are also racing to deliver a next generation data delivery. The enhanced services TWC expects to introduce include television, two-way voice and data, and high-speed Internet access.

Telecom Wireless Corp. is in the process of becoming a fully reporting company and is engaged in convergence of telecommunications services including the Internet and voice services through acquisition and development. For further information about Telecom Wireless Corp. contact Tom Madden at 800/941-1558 or Lynn Roberts at 303/357-0001.

About Adaptive Broadband

Adaptive Broadband (www.adaptivebroadband.com) is a data networking solutions company that is developing leading-edge technology for the deployment of broadband wireless communication over the Internet. Its AB-Access product is a leading commercial choice for fixed broadband wireless communication.

The foregoing includes forward-looking statements, such as the company's potential success developing new and enhanced products, that involve risks and uncertainties. Actual events or results may differ materially from those suggested by the forward-looking statement. Factors that could cause actual events or results to differ materially include, but are not limited to, delays in new product developments, delays in receipt of orders or in the shipment of products, dependence on evolving telecommunications and Internet markets and success in implementing the company's strategic plan. For a more detailed discussion of these and other factors, see "Risk Factors" contained in the company's Annual Report on Form 10-K for the fiscal year ended June 30, 1999 and the pending registration statement filed by Telecom Wireless Corporation.

CONTACT:

Adaptive Broadband Corp.

Stephanie M. Day, 408/743-3429

sday@adaptivebroadband.com

Toll-Free Investor Information Line, 1-888-225-6789

adaptivebroadband.com