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

To: Raymond Duray who wrote (8084)	8/20/2000 12:36:03 PM
From: elmatador	Read Replies (1) \| Respond to of 12823

UMTS bidders will have to build networks ASAP. Having spent all money on license they have now to rely on vendor financing to build their networks. The winners will be the builders of these networks with the deepest pockets. Siemens in this case is well positioned for that. ERICY not so. It is heavy loaded with the financing it provided for Asian and South American operators. NOK I can't say. Note that at higher freq. we have to space the Base Terminal Stations not so wide apart. We need to build even more. The good thing about that for me as a Consultant is that the missing part will be PEOPLE. People to build this networks. That means if everything goes according to the plan, if we have some adverse news that will affect the liquidity or viability of those bidders they may never see their money again.