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Technology Stocks : Leap Wireless International (LWIN) -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Vayda who wrote (1448)	2/21/2002 10:53:27 AM
From: Sawtooth	Read Replies (3) \| Respond to of 2737

<<...stock price is a reflection of the perceived worth, a function of the price people are currently willing to pay for a portion of the company. It is not a measure of the ongoing viability of the concern....>> The wild card, of course, is that the price could be plummeting day after day because there might be information known to some but not all that is driving the sell-off of what appears on the surface as a great opportunity to buy in. The now all-too-familiar 'turd at the bottom of the punchbowl'. Exactly the type of situation that has cost many their hard earned funds over the past coupla' years. At some point, maybe now, the risk of that being the case balances to the reward of it not, but most folks aren't very interested in crap shoots at the moment. Folks are still delousing themselves after experiencing the 'great opportunity' of participating in Enron, Global Crossing, et al. ........VVVVVVV (looking to add, patiently)

To: Jeff Vayda who wrote (1448)	2/21/2002 11:18:06 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 2737

CSFB -- we think Leap, Harvey White are lying -- I just want to get this "in print." Someone posted this over on the Yahoo Leap Wireless message board messages.yahoo.com It was post # 16335 messages.yahoo.com Forward Guidance by: carleeromagnoli 02/20/02 03:02 pm Msg: 16335 of 16402 WOW, major difference between CSFB (Cynthia Motz) and company guidance. This should get interesting. ---snip--- Motz continues to believe the company's subscriber base churn will be a volatile metric. She notes the pressure on the wireless sector over the past couple of months, and she doesn't believe Leap Wireless will achieve 2002 guidance of a $75 million EBITDA loss; instead, Motz sees a $235.2 million EBITDA loss. Finally, she says the company's debt and equity are volatile. Motz widened her $15.47 loss 2002 estimate to a $20.20 loss. businessweek.com ******************************************* And, I liked one of the (many) replies to that post. Here is post # 16336 messages.yahoo.com Re: Forward Guidance by: ToyPlayerFUN99 (45/M/Lake Elsinore) Long-Term Sentiment: Strong Buy 02/20/02 03:10 pm Msg: 16336 of 16402 Company's guidance is more credible since they risk lawsuits if wrong. Total panic selling. Posted as a reply to: Msg 16335 by carleeromagnoli ************************************************** Jon.

To: Jeff Vayda who wrote (1448)	2/21/2002 11:28:54 AM
From: alburk	Respond to of 2737

Jeff: See Sawtooth's response. This decline leaves me with the feeling that we are missing something (eg. GSTRF). Perhaps we are not. One thing though, it is becoming apparent that when market cap declines to this degree, access to credit deteriorates--no matter how strong the business plan and current execution of the plan. Don't mean to be so pessimistic--I am a fan of LEAP--though not a current owner. I have followed it since inception. Andy (QCOM, LOR, GSTRF triumverate--class of '96)