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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: Sir Auric Goldfinger who wrote (2688)	11/22/2000 3:05:12 PM
From: John Curtis	Read Replies (2) \| Respond to of 3376

Toast? LOL!! Perhaps. Perhaps not. But for now I'm playing it intra-day to some nice success. I've yet to see what you're getting out of all this, except the thrill from trying to irritate (a useless emotionalism given this is all about making money, however possible, and nothing else). So I'd be curious to hear, real time like I've been doing, your entry/exit points. ;-) Meanwhile, here I go again having garner another traders block at just under $9.80.....let's see if I can turn loose of it north of $10.50 for a total intra-day gain of ~$2 (don't forget my earlier in/out...heh). Ohhh....and Psssst....I'm going to assume since you ignored making fun of that Westminster PR statement that you fully understand the demographics of the NYC metro area? (Actually those comments betray a certain level of ignorance--no offense) Westminster County, as you know (?) is a powerhouse of Yuppie-dom and affluency. Uhhh...and this is not to mention the huge presence such as IBM has there. And need I point out the similar nature of the upper East side of NYC in terms of affluency? Also, don't cackle too loudly about Astoria/Queens. If you've been there then you understand the money coming into the area, not to mention the Silicon Alley "stuff" swirling around the area.... So don't be too quick to discount 128Kbps in such as the NYC metro-area. MCOM clearly is a demographics student here at the "get-go," and appears to understand the basic communter/"little use for a car" nature of the area It has more applicability than you can possibly imagine. I will acknowledge, however, that at this point it's all about MCOM management executing on their advantage. John~

To: Sir Auric Goldfinger who wrote (2688)	11/22/2000 3:12:25 PM
From: Rich Wolf	Read Replies (2) \| Respond to of 3376

Auric, back-of-envelope says you're off by a factor of ten regarding the number of subs required to break even on cash flow. We cannot be clear re: the threshold yet, since most costs you see are the one-time capex to build the network. Opex is much less, but unknown for maintenance and later upgrades. You still don't know the difference between this existing network and the proposed 3G systems, do you? What's that you say about 'doing ones homework'? HDR is a POS that won't do the half of what some folks think it will, and it certainly won't be competitive with Ricochet. Time to cover your shorts, don't get too cocky to the downside. Noticed the NYSE short interest is at an all-time high of over 4.6 BILLION. Over-extended shorts here should be over 3 million through Nov.10 trades, soon we'll know. Toasted shorts coming up this spring.