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Technology Stocks : Wireless Facilities (WFII) -- Ignore unavailable to you. Want to Upgrade?

To: rf_hombre who wrote (432)	4/1/2001 4:26:47 PM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 465

rf--Your comments are very helpful. I'm trying to make sure WFII has a sustainable business plan that would work even in slack periods. When they do get into slack periods, either because of difficulties getting new business or because, in this case, of a major cancellation, do you think they can retain the necessary expertise? Art

To: rf_hombre who wrote (432)	4/5/2001 11:40:24 AM
From: MCF	Read Replies (1) \| Respond to of 465

yo rf hombre I have studied WFII and am very pro. Also interviewed with them. I think what will happen with them is the same why EMSI's(Contract Manufacturer's like,Celestica,Flextronics,SCI & Solectron) are going to do well. It is cheaper to contract out the entire effort as opposed to capital equipment and labor cost associated with doing it themselves. Pooling the kind of highly specialized people I/P required to take the task on is no snap. The telephony qualification gates are a major barrier.They had positive quarterlies when they did their IPO last year. I would suspect they may temporarily go negative in terms of profitability,but should bump positive once the economy turns back. I am looking at buying them and holding.BTW- I am also a soul surfer. On my way to 10 days to Costa Rica Sunday. 7' faces with offshore winds,water temp.73..dig it:)) Surf60