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

To: limtex who wrote (1294)	8/10/2000 5:50:19 PM
From: Raymond Duray	Read Replies (1) \| Respond to of 1860

Hi limtex, Has it crossed your mind that you are failing to keep pace with your prior posts about silicon warrior's bi-polar tendencies. You may wish to re-read your latest post in a couple of days. :)) Greenspan is actually doing what the bond market wants him to do, which is that he is constraining a system that was at great risk earlier this year of coming off the tracks. The current malaise that you feel, (and I am sympathic, don't get me wrong,) is sector specific. Here's an example, a buddy of mine thought about buying a house in San Francisco last year but balked at the outrageous $500 per sq. ft. cost. This year, the same house is being offered for $663/sf. So, what one can conclude is that this past year, your money would have been better off in a hyperinflated real estate market. Should you be putting your money there today? Heck no. I've seen the Bay Area in the early '90's after the last bout of real estate zaniness and the smart money was picking up the distressed properties for 50 cents on the dollar, and sometimes less. This was how Sam Zell became the largest landlord in America over the course of several recessions. Re: Now it's Dells turn.Came in with earnings at the estimate number and revenues a little light. Good grief revenues a little light....NAZ is going to get crushed tomorrow and Dell at least they aren't in the wireless business. Actually, the aftermarket is not reacting in any big way. I've got a bid of 40 7/16 for DELL at 5:39PM EDT, down from a close at 41 3/4. This is about as energetic as the response of the market to CSCO's blowout numbers on the upside. This market is stuck in neutral. Which in one sense is reassuring, I'd rather have less than more volitility. So, my friend, perhaps the thing to do is to step back, take a deep breathe and try very hard to take all or as much of the emotion out of this as possible. If you feel that WCII and the others are going to be strong, vibrant companies with great revenue streams in 2003, then by all means hang on. If, OTOH, you see the BBFW group being ground down by xDSL competition, fiberless optics cherry picking customers and the inevitability of a FO future, then maybe it's time to put a dream to rest. FWIW, I have no positions in any of these companies. Nor am I motivated to take one at this juncture. (Actually I'm mostly in cash, I've never thought of myself as a big kahuna thinker, but OTOH, I haven't got any compelling reasons to be in the market right now, and I absolutely hate getting whipsawed, which is what has happened every year in the markets after a spectacular run like we had in the NAZ in 1999... ) Best of Luck to you and all, Ray

To: limtex who wrote (1294)	8/10/2000 8:32:16 PM
From: Mark Oliver	Respond to of 1860

I've just listened to the ART conference call and I found the whole thing to be pretty impressive. They seem to be running ahead of schedule and when you listen to the strength of product they are building for high end users, it sounds very impressive. There was one comment about the Point to Multi-point systems are finding system problems in that they had entire networks being more dependent on specific points, rather than being as redundant as point to point? Can anyone comment on this? If you listen to the CC, it is mentioned around the 32 to 35 minute point. At any rate, I thought the call was well worth listening to, and it leaves me very interested in ART.http://www.vcall.com/NASApp/VCall/EventPage?ID=26280 Also, the call goes on to mention the demand for high end use, which seems to be capable because of equipment provided by Giganet (GGNT). Do you all think this company, or Triton the other ART equipment supplier is providing any special investment opportunities? Also, they have discussion of attracting capital, which was raised recently. They claim that actually there is a large amount of private capital searching for their kind of opportunity. They also suggest that a share purchase partnership may be likely. This would seem to play down some fears that this sector is unduly interest rate sensitive? Regards, Mark