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

To: gruetz who wrote (1309)	8/21/2000 5:35:45 PM
From: silicon warrior	Respond to of 1860

Well, I, for one, hope that the disparity is not resolved by a decline in NXLK to a more modest valuation. If you recall, for ythe last two years people groused about TGNT's value relative to WCII, which rersolved by TGNT losing , what, 85% while WCII lost 55%. TGNT bounced today. Maybe we are finally seeing a bottom in this dismal sector.

To: gruetz who wrote (1309)	8/21/2000 5:41:44 PM
From: Bernard Levy	Read Replies (2) \| Respond to of 1860

I don't know if you noticed the David Faber CNBC report on CLECs and telecom equipt providers. He speculated on the possibilities of BK for several of the CLECs and wondered how the equipment guys would fare in this environment. He concluded by saying that either the CLECs are grossly undervalued or the suppliers (CIEN, GLW, JDSU) are grossly overvalued. I think the second is true. We need some real nastiness in the CLEC sector (such as ESPI and ICGX bankruptcies) to make a real bottom.