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Technology Stocks : Netro Corp - (NTRO) -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (754)	11/30/2000 2:37:35 PM
From: Mark Oliver	Read Replies (1) \| Respond to of 792

If you look at Netro's customer list, you'll see they sell most of their equipment outside the US anyway, as I'm sure you're well aware. Australia just finished a new spectrum sale this week, and the prices paid were again at the edge of credibility. These companies are not going to be able to move, as they should because they start with an incredible government debt. Still, I believe up until now the major purchases have been third world. The biggest reason to use wireless is because they have no other choice. There's no DSL and never will be. There's no cable system, even coax. They are buying their future using FWB and this is where you see Netro sales. At the same time, yes ARTT and TGNT could perform some great service to the country if they stepped up with new and innovative services, but they won’t because Mr. Greenspan has screwed their chances to preserve the money of the old railroad tycoons. These companies will go bankrupt, and then consortiums will step in, make deals with the governments to not pay the license and then they'll take control. The need for FWB is not a question. The problem is it's going to be hard to cross the chasm and make it work under any circumstance, but with the market and interest rates as they are, new innovative companies will not make it. I don't know that anyone is stealing the election, but it sure seems like someone is stealing the future of the e-businesses and alternative technologies like FWB. Regards, Mark