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

To: StaggerLee who wrote (572)	12/14/1997 7:24:00 AM
From: Trey Yon	Respond to of 3376

Stagger, I wouldn't underestimate the importance of this Netcom deal, like the AirTouch tie in, I think its a pretty savy marketing move & fairly easily replicated with other ISP's ..... As for the management, they've done well handling to technology side. It's the marketing execution thats sucked. Marketing, Marketing, Marketing Check out the short interest, not to many scared bears. viwes.com Still fence sittin' TY

To: StaggerLee who wrote (572)	12/15/1997 11:56:00 AM
From: Tim Kenney	Read Replies (1) \| Respond to of 3376

>What makes people think that the 128K technology will be any more successful than the existing technology, which has been by all measures an absolute failure for investors? Perhaps the issue isn't speed, but marketing. They should be handing out these modems with each laptop purchase! But keep quiet about that idea. I'm short.< Agreed. When Ricochet was rolled out, it was as fast as the alternatives and no one showed up. Without kicking out the management team, it may be credulous to assume things will be better once 128K is rolled out. But, alas, I too am short. However, I will cover the moment the management team gets the dump. I still see no comparable technology at reasonable cost. (I was long, but thought the run through the teens was irrational.)