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To: nokomis who wrote (113033)	9/5/2000 9:59:27 AM
From: Lane Hall-Witt	Respond to of 120523

Nok -- CAMP: I'm in CAMP and like the company, but it's worth noting that the possibility of a FON takeout does create potential risk for CAMP. What if the purchaser doesn't share FON's aggressive vision for fixed-wireless broadband services? There's been speculation that the collapse of the WCOM deal was good for CAMP because it allowed FON to go forward with its residential rollout of fixed-wireless services (rather than the more limited small-business rollout that WCOM envisioned). CAMP has a huge future in the fixed-wireless space, but there's definitely near-term risk because FON is the one telco that's moving aggressively on this -- which means CAMP's success is tightly linked to FON's, at least until other telcos ramp up their strategies.